Bruce, 56 – 65 years, Horsham, VIC

“Everyone has a relationship with money. That is what underpins how easily we can talk about it, how happily we are to invest and our overall financial health. Olivia understands that. She is compassionate, thorough, patient and most of all a genuinely caring person. It is clear from the initial conversation that Olivia has a genuine interest in helping her clients to make the most of their financial situation. Olivia not only provided advice on superannuation, investments, insurances and property – but she also spent time to gather information to further explain her suggestions to us. I have already recommended Olivia to friends, family and clients of my own business – that is how much faith I have in her ability to support myself and my family into the future.”

“Professional, calm, listened and was supportive of my personal decision making so far. I felt incredibly comfortable discussing sensitive info with Ash in my first consultation. Recommend.”

Robert has been an absolute blessing since he became my advisor. I can’t even begin to describe the ways he has carefully guided me and my portfolio through the GFC and clearly made recommendations along the way, enabling me to sleep well at night. He keeps educating me little by little never making me feel stupid. Each review is more like a visit to talk with a friend who I know has my family’s best interest at heart. Every member of staff is as helpful and friendly as the last and I am so pleased to be a client and support the professional Horsham business who employ wonderful women in my community. 

Ashley helped me to work through the maze of funding life in the aged care facility and the best strategies to put in place without eroding any savings my Dad had accumulated. 

“I was sceptical when my husband said we were going to drive for a couple of hours to see a financial adviser he found on the internet. What a pleasant surprise. Right from the moment we were greeted by Jess to meeting Rob and Amy. The service was second to none. Rob is extremely knowledgeable and very easy to communicate with. He took the time to listen to our story and respond with ideas that made us feel safe in our decisions. It was well worth the drive. We will definitely be back for more advice in the future. Thank you so much for being approachable and making us feel important.”

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 any pressure to follow him. His methods have made for ease of administration of our super investments, even though we live some distance from Horsham. We feel we have full control of our funds with Robert always a willing listener and he has given us confidence to make decisions. Under Robert’s guidance we have seen our investments grow steadily at realistic and satisfactory rates, well above what we would have imagined had we gone it alone. Robert has helped us by giving us a strong understanding of the intricacies of the share market and the benefits of the service he provides.