B & M Bathurst

We recently approached Rob to overview our financial position after moving to Horsham from interstate and never really having a good handle on where we would be if the worst happened. We found Rob and his team to be very friendly, helpful, and treated us with respect when our “financial intelligence” was lacking. Their attention to detail and common-sense approach to these matters was extremely comforting. I know that if we need to make a claim against any of our policies, that Rob and his team will be there to guide us along the way – hopefully removing some of the stress in those difficult times. Keep up the good work! 

Similar Posts

  • Troy, 46 – 55 years, Horsham, VIC

    “Thank you, Ashley. Your professional, caring, and helpful approach, knowledge of building wealth and ability to instil confidence is to be commended. Your finance needs to be managed and understood…

  • Brad, 56 – 65 years, Jeparit, VIC

    “We were very impressed with the way Rob listened to our story, and then formulated an opinion on how we could move forward into retirement in our future years. In…

  • M Ervin

    Ashley is very efficient and knowledgeable with a friendly approach in helping with parents aged care requirements. 

  • Peter, 65+ years, Strathmore, VIC

    “Ashley has a very positive communication style when dealing with clients. He is very personable and demonstrates real empathy when dealing with what are often stressful and complex issues. He…

  • Noel, 65+ years, Dunkeld, VIC

    “Robert’s friendly nature and enthusiasm inspires us. He gives us confidence and the results of our investments are showing this positive trend. We are very happy to continue working with…

  • N & J Hiscock

    On our retirement a decision was made to change direction as regards to who we would use to steer us financially through our remaining years in retirement. We asked our…