• Deb, 56 – 65 years, Hopetoun, VIC

    “Rachael was friendly, knowledgeable, well informed and gave concise clear advice She has a warm and personable demeanour and gave me exactly the information I needed I was extremely happy…

  • Sean, 46 – 55 years, Everton Hills, QLD

    “Meeting with Rachael today was a comforting experience for my wife and I. Her approachable manner, attention to detail, and expertise in retirement planning immediately put us at ease. She…

  • Colin, 65+ years, Edenhope, VIC

    “Rachel is absolutely wonderful to interact and deal with, Rachel charismatic personality enveloped straight away, and her caring nature continues through out. Rachel was always genuinely interested in us both…

  • Jenny, 65+ years, Apollo Bay, VIC

    “We are so very impressed with the service Ashley offered my parents regarding Aged Care advice. His empathy and kindness towards my parents during conversations regarding aged care planning put…

  • Anthony, 46 – 55 years, Horsham, VIC

    “Ashley was great to deal with. We were very impressed by his knowledge, professionalism and integrity. Even though it would have been evident to Ashley at the start that his…

  • Julie, 65+ years, Beachport, SA

    “Ashley was very helpful in my retirement and set up my fund through net wealth. He drew up a plan budget and explained all about the shares port folio. He…

  • Dean, 56 – 65 years, Mill Park, VIC

    “I had an online meeting with Ashley regarding Aged Care for my mother. After explaining my mother’s health issues and financial status, he offered advice in terms that I could…

  • Pamela, 65+ years, Horsham, VIC

    “Ashley is always available to answer questions and to offer suggestions. Paperwork was always prepared thoroughly and professionally presented. I have been very pleased with the services provided and Ashley…

  • Lesley, 56 – 65 years, Brisbane, QLD

    “I recently chatted to Rob about my current situation. He was thorough and concise. Giving sensible down to earth and realistic advice. His information was very succinct and he places…

  • Isobella, under 35 years, Horsham, VIC

    “My partner and I had a fantastic experience discussing our financial goals with Rob Goudie. He provided clear and insightful guidance on various strategies, including the First Home Super Saver…

  • Liam, under 35 years, Horsham, VIC

    “My partner and I met with Rob after hearing incredible reviews from friends who had met with him prior, from introductions to the end of the meeting Rob was incredibly…

  • Trong, under 35 years, Keysborough, VIC

    “Rob’s advice has made a profound difference not only to my financial confidence, but to my overall peace of mind. From the very beginning, he demonstrated a rare combination of…

  • Tohit, under 35 years, Brisbane, QLD

    “I first discovered Rob Goudie through TikTok, where he consistently shares clear, practical, and insightful financial advice. After connecting with him for a personal consultation, I was genuinely impressed by…

  • Mark, 56 – 65 years, Tranmere, SA

    Rob provides exceptional, thoughtful advice that goes well beyond numbers. “Rob didn’t just give me standard financial advice—he took the time to genuinely listen and understand my personal circumstances. What…

  • Jacqueline, 56 – 65 years, Richardson, ACT

    “Rob’s advice provided clarity through clearly demonstrating options, the session instilled financial confidence and peace of mind. He is knowledgeable and uses visual tools to make understanding financial options easier….

  • Future of home ownership – time to think outside the box?

    Home ownership has always been central to the Great Australian Dream, but for many, that dream may feel increasingly unattainable.
    This reality has prompted some thinking outside the box, giving rise to a number of purchase models aimed at helping first-time buyers plant a foot on the property ladder.

  • Income protection insurance: Is it still worth the premiums?

    Income protection insurance is a financial tool that’s essential for some people, ‘nice to have’ for others, and possibly quite unnecessary for a third group. In other words, there’s no one-size-fits-all answer to whether the premium cost justifies the risk. It depends on your circumstances, so it’s worth examining what the cover provides and the factors that should influence your decision-making.

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