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.
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…
“Thanks Rob for your advice.”
We recently approached Rob to overview our financial position after moving to Horsham from interstate and never really having a good handle on where we would be if the worst…
“I met with Rachael because I am concerned about how my financial future is looking and that I have very little to play with. Rachael was super supportive and provided…
“Everyone has a relationship with money. That is what underpins how easily we can talk about it, how happily we are to invest and our overall financial health. Olivia understands…
“Being clients of Robert Goudie’s for well over 10 years now, we have always found him and his staffs professionalism and customer service to be of the highest standard. We…