“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 explained these very clearly and ensured that we understood the future implications for each option. She also gave adequate time for any questions we might’ve had and reinforced the main points. We feel very confident in her advice in relation to our needs and will happily recommend her to others.”
Robert Goudie has consistently provided my husband and I with sound, realistic and effective financial advice. He has allowed us to take better control of our finances, to ensure that our young family is well protected, and to begin to invest for our futures. We couldn’t recommend him more highly as a financial adviser.
“After my meeting with Rob I had great feeling knowing I had came to the right place. He tailored his advice to suit my situation and my knowledge perfectly, I would highly recommend Rob to anybody.”
“Professional, calm, listened and was supportive of my personal decision making so far. I felt incredibly comfortable discussing sensitive info with Ash in my first consultation. Recommend.”
“We have been dealing with Rob and CPW for more than 10 years. Rob has always been respectful of our needs and provides advice that makes sense to us (E.g. Pick the low hanging fruit). We only see Rob as the need arises but appreciate Rob and the team weekly through their short YouTube videos that simply summarise often complex topics.”
Rob Goudie’s professional, yet friendly approach to his clients is highly recommended. His specialised computer program allows us to check the daily activity of our investment with ease. We are confident in associating our business with Rob, because of his honesty and integrity; we have no hesitation in recommending Rob (and his staff) to implement an effective and compatible ‘financial future’ for you.