Rebecca, 35 – 45 years, Rowville, VIC

“As a single mother of 2, I reached out to Rob for advice on a plan for my future. Rob was professional and reassuring during a time of stress and uncertainty. I lost my dad in 2022 and when Rob said he was giving me advice that he would give his daughter, that drove it home for me. Rob really has a “no fluff” way of providing solid advice in a way I could understand. I’m now confident I’m on the right path and will achieve the goals set. I look forward to updating Rob with our progress and working with him again in the future.”

Similar Posts

  • H Friend

    Ashley provided us with very valuable and timely financial advice when our mother moved into an aged care facility as a permanent resident. The information has assisted us to ensure…

  • Leticia

    With the recent passing of my husband, it was hard to know where to turn for advice. Ashley has given me advice in areas including superannuation, investment, and government assistance….

  • Dianne, 56 – 65 years, Birchip, VIC

    “We are very happy with Ash’s advice. Aged care is such a complex area and Ash has helped us enormously with detailed analysis. He has certainly helped with the transition…

  • L Baker

    Whilst preparing for my impending retirement, I approached several financial advisers, but I was not completely satisfied until I met with Robert Goudie. He worked with my accountant to set…

  • B & M Bathurst

    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…