Jonathon, under 35 years, Byaduk North, VIC
“Rachael was fantastic in giving salary sacrifice advice. This allowed me to consider strong financial options in relation to being a ‘first home buyer’ and a pathway to creating a deposit for a house.”
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M Ervin
Ashley is very efficient and knowledgeable with a friendly approach in helping with parents aged care requirements.
Geoff, 56 – 65 years, Horsham, VIC
“Ash was great to do business with, he, and the team were all excellent. With the advice and support my wife and I were given we felt confident in making…
C Carman
Rob gave me so much great information about my business – definitely got a lot out of the appointment. Rob answered every single one of my questions in great detail….
N & V Mibus
In the time we have had Robert Goudie as our adviser we have always found him friendly and approachable. Robert is always ready to advise, yet there has never been…
Kerrie, 56 – 65 years, Brimpaen, VIC
“I met with Olivia to discuss my financial advice needs. Olivia was generous with her time and knowledge. She communicated complicated concepts in a clear and straightforward manner and her…
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…