Glenda, 56 – 65 years
“Ashley was very informative and professional in his discussion with myself and family members, with regard to financial options in aged care for my elderly mother.”
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…
Whilst preparing for my impending retirement, I approached several financial advisers, but I was not completely satisfied until I met with Robert Goudie. He worked with my accountant to set…
“Olivia is very personable and very easy to talk to and, like all the staff, is very happy to drop things to have a chat and answer any questions and/or…
Ashley is very efficient and knowledgeable with a friendly approach in helping with parents aged care requirements.
Rob Goudie’s professional, yet friendly approach to his clients is highly recommended. His specialised computer program allows us to check the daily activity of our investment with ease. We are…
After being captivated by the initial euphoria of the financial benefits of participating in a SMSF, my aspirations were soon shattered by a complete lack of financial expertise as well…