Glenda, 56 – 65 years
“Ashley was very informative and professional in his discussion with myself and family members, with regard to financial options in aged care for my elderly mother.”
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Heather, 46 – 55 years, Alma, VIC
“I was sceptical when my husband said we were going to drive for a couple of hours to see a financial adviser he found on the internet. What a pleasant…
F Smith
I am an auditor of and mentor to, financial planning businesses throughout Australia. To this extent I have provided consulting services to some 31 Australian Financial Services Licence Holders reviewing…
Leigh, 65+ years, McKenzie Creek, VIC
“Ashley was able to give me advice on how selling my business would affect moving onto a full pension and how it would affect the pension bonus scheme my wife…
Dianne, 56 – 65 years, Bungalally, VIC
“Rob and Amy were excellent to deal with. They provided sound advice in a form that was both informative and very easy to understand.”
J McCredden
After a lifestyle change of direction several years ago, we found our family looking around for financial advice on succession restructure of the family business and private investments. We interviewed…
Rob, 56 – 65 years
“Rob’s first-rate advice and service has assisted us greatly with the planning, setup and management of our finances for retirement. Highly recommended.”