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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Francis, 65+ years, Byaduk North, VIC
“Ashley has provided advice in relation to aged care. I found Ashley to be very knowledgeable and competent and explained the advice and options in a very clear and easy…
Dyanne
Ash was very down to earth and friendly, he had excellent listening skills and gave professional, informative advice. Ash has life skills that made us feel he understood. We should…
L McCredden
After reaching a crossroad in my financial life I felt the need to consult with a Financial Advisor, and not knowing which way to turn, Robert’s name was mentioned. Having…
Julie, 65+ years, Beachport, SA
“Ashley was very helpful in my retirement and set up my fund through net wealth. He drew up a plan budget and explained all about the shares port folio. He…
H Friend
Ashley provided us with very valuable and timely financial advice when our mother moved into an aged care facility as a permanent resident. The information has assisted us to ensure…
Alex, under 35 years, Horsham, VIC
“I had a great first meeting with Amy. She was warm, easy to talk to, and explained concepts in words that made sense to me. She was patient and able…