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.”
“Highly recommend Rob; has a great understanding of investments, options available and different tax structures. Thanks”
We are very confident & comfortable in Rob’s advice; he is pleasant, and we would recommend his advice to anyone. He also manages our son’s financial affairs, and they are…
“After dealing with Rob and Rachael when setting up our investment strategy, I can only urge anyone who is a bit hesitant or intimidated by the process, as was I,…
“This is my first time investing and I would like to share my great appreciation for the service provided by Robert and Rachael. They were very easy to understand and…
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…
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…