J Moore
Ashley assisted our mother to settle into aged care. He was very professional with his advice and went above and beyond to assist Mum. We are very satisfied with Ashley and would have no hesitation in recommending him to others.
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L McCredden
After reaching a crossroad in my financial life I felt the need to consult with a Financial Advisor, and not knowing which way to turn, Robert’s name was mentioned. Having…
M McLean
“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,…
M Ervin
Ashley is very efficient and knowledgeable with a friendly approach in helping with parents aged care requirements.
Baillie, under 35 years, Horsham, VIC
“Rachel was extremely helpful in educating me in share trading and investing. Rachel explained things clearly, and kept in constant and fast communication over email and the phone to reassure…
Sharon, 56 – 65 years, Horsham, VIC
“I found Olivia very easy to understand, I wasn’t sure what advice we needed when we first went to see her, but she steered us in the right direction about…
Harvey, 65+ years, Kaniva, VIC
“I have always found Rob to be responsive and honest, based on his knowledge. I have always been confident in the advice that he has given. He has also been…