W Garton
Ashley helped me to work through the maze of funding life in the aged care facility and the best strategies to put in place without eroding any savings my Dad had accumulated.
We were fortunate enough to be referred to Rob Goudie by our long-term accountants. We required specialist advice and urgent assistance to develop and implement a succession plan to restructure…
The important thing for us was to find some flexibility which allowed us to secure our lifestyles appropriately whilst not being too damaging to our weekly financial allowances. After working…
“This was the first time we had seen a financial adviser, and we were not disappointed! Rob was in tune with our situation and gave us advice we will definitely…
We have found Robert to be a genuine and honest adviser who uses a careful approach to handling our retirement superannuation. He is friendly and approachable, and his manner instils…
“I found Olivia extremely easy to understand and she has always explained very clearly how things worked or the best way to proceed. Olivia is a friendly, caring adviser who…
“Thank you, Ashley. Your professional, caring, and helpful approach, knowledge of building wealth and ability to instil confidence is to be commended. Your finance needs to be managed and understood…