M Ervin

“Ashley has a very positive communication style when dealing with clients. He is very personable and demonstrates real empathy when dealing with what are often stressful and complex issues. He…

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…

Rob provides exceptional, thoughtful advice that goes well beyond numbers. “Rob didn’t just give me standard financial advice—he took the time to genuinely listen and understand my personal circumstances. What…

“Rachael was friendly, knowledgeable, well informed and gave concise clear advice She has a warm and personable demeanour and gave me exactly the information I needed I was extremely happy…

Overall, an excellent 5 years of performance as a trusted financial adviser. A 10 Star Rating 

“Despite being first timers to a financial planning service, Rachael was able to patiently explain how different strategies worked and then tailor a plan specifically to suit our requirements. This…