“I met with Rachael because I am concerned about how my financial future is looking and that I have very little to play with. Rachael was super supportive and provided advice on options that are available to me to improve my position now (mortgage) and in retirement. I feel much more in control and capable of making changes.”
“Ashley was able to give me advice on how selling my business would affect moving onto a full pension and how it would affect the pension bonus scheme my wife…
“Ashley was able to clearly explain the financial implications associated with Permanent Residential Care, for my brother in the West Wimmera Health Service’s Rainbow Hostel and suggest the best options…
My wife Fiona and I have been clients of Rob Goudie for just over 12 months. We have found his advice has been common sense, his understanding of our needs…
“Ash was great to do business with, he, and the team were all excellent. With the advice and support my wife and I were given we felt confident in making…
“Thank you, Ashley, for your time and patience in explaining the financial side of the Aged Care system to mum and I. Your knowledge and understanding of the whole complex…
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…