Geoff, 56 – 65 years, Horsham, VIC
“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 our decisions. We will continue to use Ash in the future.”
All my experiences with Robert and Ashley have been very good, and with Robert organising my retirement plans has been very rewarding over the years. Ashley has been very helpful…
“Ashley was very generous with his time and advice and his advice was very well explained and valuable.”
“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…
“Olivia prepared a statement of advice for my wife and myself. Which included better options for superannuation, share investments and insurance. She explained it in such a way that made…
“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…
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…