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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Baillie, under 35 years, Horsham, VIC
“Rachel was extremely helpful in educating me in share trading and investing. Rachel explained things clearly, and kept in constant and fast communication over email and the phone to reassure…
Michael, 65+ years, Croydon Park, SA
“Robert Goudie has been of incredible assistance to me since connecting with him before I retired and then his professionalism, honesty and integrity since cannot be questioned. I now live…
R & N Hetherton
Overall, an excellent 5 years of performance as a trusted financial adviser. A 10 Star Rating
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…
J & A Keller
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…
Wendy, 46 – 55 years
“I have never had any complaints with the service that Robert Goudie and his team give. There has always been a genuine care and consideration given to my family’s financial…