Money. Mindset. Meaning.

My take on retirement, investing, and making epic financial decisions.

Robert Goudie

Qualifications

  • Certified Financial Planner (CFP®)
  • SMSF Specialist Advisor (SSA)
  • Graduate Diploma of Financial Planning
Robert Goudie
Financial Advisor, Founder
CFP®, SMSF Specialist™, Grad Dip FP

I’ve been providing advice for over 25 years and am privileged to enjoy many long-term relationships with my clients. Whether working with business owners, SMSF Trustees or motivated investors, our outcome is always the same—maximise your hard-earned dollars through informed financial decisions.

The best part of my job is helping people improve their knowledge around money. This increases their overall financial well-being, and I love seeing clients walk out of the office less stressed and more excited about what’s ahead.

Raising four children in our small town of Horsham has enabled me to be involved in numerous community activities. I’ve been involved with Meals on Wheels, our local football committee, the school council and my proudest contribution – helping to launch a coffee van as a not-for-profit, raising money to help build our local cancer centre.

If you’re ready to take back control of your financial situation and invest with confidence, let’s connect and start working towards your financial goals today.

Latest Blog

“Equity Mate”: Why Borrowing Against Your Home Isn’t Always a Smart Move 

Remember that old ad with the guy proudly polishing his boat while his neighbor asks, “How do you afford all this?” His response—“Equity, mate”—has stuck in the Australian psyche for decades.  It was clever marketing, no doubt, but it also captured something deeper about our relationship with debt. Borrowing against home equity has become so normalised that many Australians now treat it like a credit card. Banks, property spruikers, and even governments have encouraged this mindset. But is it really as harmless as it seems?  Why Borrowing Feels So Easy  Banks have done a brilliant job of making debt feel…
READ MORE “Equity Mate”: Why Borrowing Against Your Home Isn’t Always a Smart Move 

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