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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“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…
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…
Leticia
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….
F & S Henty-Anderson
We were fortunate enough to be referred to Rob Goudie by our long-term accountants. We required specialist advice and urgent assistance to develop and implement a succession plan to restructure…
Rebecca, 35 – 45 years, Quantong, VIC
“Olivia is great to talk to and is very understanding of my current situation. Due to this, she has been able to set my mind at ease and help me…
Josh, under 35 years, Horsham, VIC
“As a newcomer to investing, Rachael was extremely patient and understanding. I asked her a lot of questions over the phone and by email. Throughout the whole process she always…