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 Reading
I found Ashley to be an effective communicator and very understanding of my needs.
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…
C Lowe
“I have been very satisfied with your service and would be happy to recommend you to any of my friends.”
Mark, 56 – 65 years, Portland, VIC
“Despite being first timers to a financial planning service, Rachael was able to patiently explain how different strategies worked and then tailor a plan specifically to suit our requirements. This…
Alana, under 35 years, Flora Hill, VIC
“Rob has an extensive knowledge on numerous different areas in regard to all financial situations. I really appreciated having someone so approachable and non-judgmental about my finances. Being young, I…
Peter, 65+ years, Strathmore, VIC
“Ashley has a very positive communication style when dealing with clients. He is very personable and demonstrates real empathy when dealing with what are often stressful and complex issues. He…