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.
“Olivia has given me advice in areas including, self-managed super funds, on tax effective investments outside of super and reviewed my existing life insurance cover to see if it was…
Rob Goudie is an excellent financial advisor, and I can say that with authority from having employed many other financial advisor services and I found them all completely lacking. Nothing…
“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,…
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….
“Ashley was very generous with his time and advice and his advice was very well explained and valuable.”
We feel that Robert has efficiently guided us in a genuine and correct direction regarding our insurance and superannuation needs. We are very pleased with the level of support, kindness…