M Little

“Olivia prepared a statement of advice for my wife and myself. Which included better options for superannuation, share investments and insurance. She explained it in such a way that made it easy to understand for us. She was very easy to get along with and very accommodating, i couldn’t recommend her re highly.”

“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 was done in an informative and no pressure manner, with Rachael at all times answering our concerns and newbie questions with prompt, friendly and non-condescending knowledge. I feel very confident going forward, that with Rachael’s strategy our financial future is in a safe and prosperous state. Three cheers.”

“Rachael was fantastic in giving salary sacrifice advice. This allowed me to consider strong financial options in relation to being a ‘first home buyer’ and a pathway to creating a deposit for a house.”

“Olivia has given me advice in areas including, self-managed super funds, on tax effective investments outside of super and reviewed my existing life insurance cover to see if it was cost effective and still suited my needs. Olivia was able to explain things to me in a clear way. Through Olivia’s knowledge and experience, I feel very confident that the advice given was right for my needs.

When we retired and sold the farm, we needed someone to help us with our finances to see us through the rest of our lives. We spoke to Robert Goudie and found him to be very understanding and approachable. He made sure he took the time to explain all aspects of his advice and showed great patience in his explanation during the times that we didn’t understand something at first. He has a very caring manner and made sure he identified all of our needs. Robert is reliable, approachable, and trustworthy, all the things you need in someone who is going to be involved in your business for a very long time. We have recommended Robert to our friends and family and are confident to do so. 

“Rachel was extremely helpful in educating me in share trading and investing. Rachel explained things clearly, and kept in constant and fast communication over email and the phone to reassure I was clear with the process involved. I feel confident in making the right investment decisions for my future based on Rachel’s advice and would highly recommend her to anyone with an interest in investing.”