Lester, 65+ years, Rangeville, QLD
“Ashley was very generous with his time and advice and his advice was very well explained and valuable.”
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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…
M Harris
My desire to lower the fees of an investment asset and to reduce my ongoing tax costs has been met by the use of your Separately Managed Account (SMA). Your…
Bruce, 56 – 65 years, Horsham, VIC
“Found Ashley very knowledgeable and informative with the information he was able convey to my wife and I. He was able to help us planning for the future and put…
Chrissy, under 35 years, Stawell, VIC
“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…
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,…
Will, under 35 years, Mermaid Beach, QLD
“Olivia has been nothing short of amazing. I am new to investing in shares and Olivia is able to communicate to me in a way that I can understand clearly….