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

Should Inheritance Be Considered in Retirement Planning? 

When clients ask, “Do I have enough to last through retirement?”, it’s often one of the biggest and most emotional questions they face. After nearly 27 years as a financial adviser, I’ve become a huge advocate for running financial projections. These tools provide clarity, answer critical questions, and help us make confident decisions about the future.  But one topic that often arises—and sometimes divides opinions—is whether we should include a future inheritance in those calculations. My answer is: yes, but conservatively.  Why Projections Matter: The “Do I Have Enough?” Question  We’re all living longer, which creates both opportunities and challenges….
READ MORE Should Inheritance Be Considered in Retirement Planning? 

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