Neil, 65+ years

“Approximately 12 months ago a decision was made to change direction as regards to who we would use to steer us financially through our remaining years in retirement. We asked our accountant to recommend to us a local leading financial adviser who we could trust and comfortably work with. This led to our present association with Robert Goudie. Robert set about re-designing our Self Managed Super Fund and finances etc, which brought immediate benefits to us. The fact that he is available at all times, if needed, and that there is a regular three-monthly update of our situation is appreciated. He makes every effort to explain fully what he is doing and to discuss with us any changes that may need to be made to be of benefit to us. We would have no hesitation in recommending Robert Goudie to anybody who might be looking for a very dedicated, professional financial adviser.”

Similar Posts

  • Deb, 56 – 65 years, Hopetoun, VIC

    “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…

  • Carol, 65+ years, Horsham, VIC

    “Olivia has given my husband and I advise in relation to a super fund that will shortly cease and the different options available to us for the money accrued. She…

  • Max, 56 – 65 years

    “Professional approach with explanations presented that were easy to understand. Max 3400”

  • Dennis, 65+ years, Hopetoun, VIC

    “We are very confident & comfortable in Rob’s advice, he is pleasant and we would recommend his advice to anyone. He also manages our son’s financial affairs and they are…

  • F Smith

    I am an auditor of and mentor to, financial planning businesses throughout Australia. To this extent I have provided consulting services to some 31 Australian Financial Services Licence Holders reviewing…