Dyanne
Ash was very down to earth and friendly, he had excellent listening skills and gave professional, informative advice. Ash has life skills that made us feel he understood. We should have done this years ago.
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R & N Hetherton
Overall, an excellent 5 years of performance as a trusted financial adviser. A 10 Star Rating
Dianne, 56 – 65 years, Birchip, VIC
“We are very happy with Ash’s advice. Aged care is such a complex area and Ash has helped us enormously with detailed analysis. He has certainly helped with the transition…
H & J Delahunty
I would like to congratulate you on winning the Services-Professional category at the 2014 Wimmera Business Awards held at the Wimmera Events Centre. This award is a testament to the…
Arnna, 35 – 45 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…
C & N Walter
The important thing for us was to find some flexibility which allowed us to secure our lifestyles appropriately whilst not being too damaging to our weekly financial allowances. After working…
B Wallis
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…