Michael, 65+ years
“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.”
“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…
“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…
“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…
“Ashley has provided advice in relation to aged care. I found Ashley to be very knowledgeable and competent and explained the advice and options in a very clear and easy…
“He knows his job very clever man helped us from start to finish highly recommended. very confident in his job, would highly recommend to other people”.
“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…