Bruce, 56 – 65 years, Horsham, VIC
“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.”
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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…
Chrissy, under 35 years, Stawell, VIC
“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…
A Ryan
“After the royal commission into banking finished, my Bank no longer provided face to face advise in super investments. Good and trustworthy friends recommended Robert Goudie for financial advice. I found…
M Ervin
Ashley is very efficient and knowledgeable with a friendly approach in helping with parents aged care requirements.
David, 46 – 55 years, Warracknabeal, VIC
“We have been dealing with Rob and CPW for more than 10 years. Rob has always been respectful of our needs and provides advice that makes sense to us (E.g….
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…