Jeffrey, 65+ years, Horsham, VIC
“He knows his job very clever man helped us from start to finish highly recommended. very confident in his job, would highly recommend to other people”.
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Rob, 56 – 65 years
“Rob’s first-rate advice and service has assisted us greatly with the planning, setup and management of our finances for retirement. Highly recommended.”
Lucretia, 56 – 65 years, Haven, VIC
“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…
B Wallis
We have always found Rob to be helpful and courteous, no question is too small or difficult. Always up to date with strategies and advice. The weekly updates and alerts…
Wendy, 46 – 55 years, Edenhope, VIC
“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…
Stuart, under 35 years, Dimboola, VIC
“Olivia prepared a statement of advice for my wife and myself. Which included better options for superannuation, share investments and insurance. She explained it in such a way that made…
M Ervin
Ashley is very efficient and knowledgeable with a friendly approach in helping with parents aged care requirements.