A Ryan

“Found Ashley very knowledgeable and informative with the information he was able convey to my wife and I. He was able to help us planning for the future and put us at ease.”

“Olivia was very informative and professional in supporting me on my wealth journey. Olivia was able to explain information clearly and made sure I understood throughout our discussions. Olivia displayed her confidence, skills, knowledge, and passion within her work, and she was very supportive. Olivia provided a summary of our discussion and provided options that best suit my situation. I would recommend Olivia to others.”

We have always found Rob to be helpful and courteous, no question is too small or difficult. Always up to date with strategies and advice. The weekly updates and alerts are informative and timely, and we appreciate the personal advice and insight he and his team provide. 

“I found Ash very easy to understand…Whenever I put my ideas etc forward, he was able to deal with what I was saying and get back to where he left off. Very thorough operator who included both Marg and myself in the convo. Was a pleasure to deal with a person with such a laid-back nature and not only that, they know how to make a cup of coffee also. Well done Ash…10 out of 10.”

“Olivia is great to talk to and is very understanding of my current situation. Due to this, she has been able to set my mind at ease and help me realise my future goals (both financial and otherwise) are still realistic and achievable. With Olivia’s help and knowledge, I have gained the confidence and independence that I had lost, but now I am ready to move forward. Thank you.”

All my experiences with Robert and Ashley have been very good, and with Robert organising my retirement plans has been very rewarding over the years. Ashley has been very helpful regarding aged care affairs also.