Ashley provided us with very valuable and timely financial advice when our mother moved into an aged care facility as a permanent resident. The information has assisted us to ensure that Mum’s existing assets are protected and that she is receiving the maximum Centrelink benefits that she is eligible for.
With the recent passing of my husband, it was hard to know where to turn for advice. Ashley has given me advice in areas including superannuation, investment, and government assistance….
Robert Goudie has been our financial adviser since he started his. In the early years I was working and now have retired, Robert has guided us all the way. We…
“As a single mother of 2, I reached out to Rob for advice on a plan for my future. Rob was professional and reassuring during a time of stress and…
After a lifestyle change of direction several years ago, we found our family looking around for financial advice on succession restructure of the family business and private investments. We interviewed…
“Ashley helped me to work through the maze of funding life in the aged care facility and the best strategies to put in place without eroding any savings my Dad…
“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…