H Reed
We have found Rob approachable, encouraging, and knowledgeable. We enjoy working with him to achieve our goals. As well as specific advice to clients Rob keeps in touch regularly with general advice to his clients. Thanks to Rob and team!
My desire to lower the fees of an investment asset and to reduce my ongoing tax costs has been met by the use of your Separately Managed Account (SMA). Your…
“Everyone has a relationship with money. That is what underpins how easily we can talk about it, how happily we are to invest and our overall financial health. Olivia understands…
Having been to a number of financial planners in the area, looking for one which suited us, we met Rob Goudie. A few things really stood out about Rob. Rob…
“Olivia has always been very responsive, professional and pleasant to deal with, giving me great advice re my income protection and financial situation. I am always grateful for her work…
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…