“Ashley was not only affable, courteous, and attentive, but also highly professional and knowledgeable. He demonstrated a sincere concern us as his clients, never attempting to push any self-serving products or unwanted services.”
I have been a client of Robert Goudie since 1992. During this time the products and services have changed but continued to grow without the level of care and advice being sacrificed. I have recently become a user of the online program which allows me to monitor my investments in greater detail. I am sure that Robert and his staff will continue to guide me with financial decisions.
Overall, an excellent 5 years of performance as a trusted financial adviser. A 10 Star Rating
“Advice on self-managed super funds was clear and concise, Olivia’s knowledge on this subject is very broad and complete. Olivia is a people person with genuine care and attention to detail, a great person to deal with. Very happy with my association with this company.”
The advice provided by Rob Goudie saved us from making a very dangerous financial decision and we will be forever grateful for his prudence and words of caution. Rob’s vision was for the long term whilst we were caught up in the excitement of making a very nearsighted and emotional decision, which would have left us in an extremely precarious financial position. Rob’s approach is ‘slow and steady’ but will see us reaching our financial goals within five years and will leave us in a much more secure position with less debt and a better work/life balance which is important for our family. Rob has consistently listened without judgement and offered solutions that are attainable. The targets that he has set for us have been realistic and the long-term outcome will be worth the small sacrifices along the way. We trust that Rob has our best interest and the interests of our sons at heart and that he has sought to protect us with our insurance policies and help us to provide for our hildren.
Rob Goudie’s professional, yet friendly approach to his clients is highly recommended. His specialised computer program allows us to check the daily activity of our investment with ease. We are confident in associating our business with Rob, because of his honesty and integrity; we have no hesitation in recommending Rob (and his staff) to implement an effective and compatible ‘financial future’ for you.