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.
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G Kuehne
Over a period of 15 years, Robert has managed and taken care of any of my financial concerns and given me clear explanations regarding my situation, always offering sound advice….
H & J Delahunty
I would like to congratulate you on winning the Services-Professional category at the 2014 Wimmera Business Awards held at the Wimmera Events Centre. This award is a testament to the…
Tiarnee, under 35 years, Kaniva, VIC
“Olivia gave me advice on my superannuation. She was very clear with the advice and helped me very much with ways to understand exactly what I’m doing and looking for….
Sharon, 56 – 65 years, Horsham, VIC
“I found Olivia very easy to understand, I wasn’t sure what advice we needed when we first went to see her, but she steered us in the right direction about…
Chrissy, under 35 years, Stawell, VIC
“Olivia was very informative and professional in supporting me on my wealth journey. Olivia was able to explain information clearly and made sure I understood throughout our discussions. Olivia displayed…
Josh, under 35 years, Horsham, VIC
“As a newcomer to investing, Rachael was extremely patient and understanding. I asked her a lot of questions over the phone and by email. Throughout the whole process she always…