Wendy, 46 – 55 years, Edenhope, VIC
“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”
“Ash was great to do business with, he, and the team were all excellent. With the advice and support my wife and I were given we felt confident in making…
“We have found Rob approachable, encouraging and knowledgeable. We enjoy working with him to achieve our goals. As well as specific advice to clients Rob keeps in touch regularly with…
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…
“Professional, calm, listened and was supportive of my personal decision making so far. I felt incredibly comfortable discussing sensitive info with Ash in my first consultation. Recommend.”
Rob Goudie, put very simply, makes understanding your finances easy. We are still in control of our funds, but the red tape and the financial lingo is smoothed over for…
“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…