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!
“Olivia was very informative and professional in supporting me on my wealth journey. Olivia was able to explain information clearly and made sure I understood throughout our discussions. Olivia displayed…
Ashley is very efficient and knowledgeable with a friendly approach in helping with parents aged care requirements.
“Thank you Ashley for your time and patience in explaining the financial side of the Aged Care system to mum and I. Your knowledge and understanding of the whole complex…
“I am a great believer in outsourcing various aspects of life (management of finances as an example) to those people who are experts in their field. I have been nothing…
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…
“I met with Olivia to discuss my financial advice needs. Olivia was generous with her time and knowledge. She communicated complicated concepts in a clear and straightforward manner and her…