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 SMA investment structure allows me to own direct Australian and International shares allowing me to follow its progress in more detail while at the same time use your expertise as an investment advisor.
Ashley assisted our mother to settle into aged care. He was very professional with his advice and went above and beyond to assist Mum. We are very satisfied with Ashley…
After reaching a crossroad in my financial life I felt the need to consult with a Financial Advisor, and not knowing which way to turn, Robert’s name was mentioned. Having…
“I was sceptical when my husband said we were going to drive for a couple of hours to see a financial adviser he found on the internet. What a pleasant…
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…
“Ashley was very helpful in my retirement and set up my fund through net wealth. He drew up a plan budget and explained all about the shares port folio. He…
“Robert Goudie is very pleasant and easy to understand. Without his advice we would not be in the sound financial position we are in today.”