Zane, under 35 years, Hawthorn East, VIC
“Highly recommend Rob; has a great understanding of investments, options available and different tax structures. Thanks”
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C & N Walter
The important thing for us was to find some flexibility which allowed us to secure our lifestyles appropriately whilst not being too damaging to our weekly financial allowances. After working…
Rebecca, 35 – 45 years, Quantong, VIC
“Olivia is great to talk to and is very understanding of my current situation. Due to this, she has been able to set my mind at ease and help me…
Lucretia, 56 – 65 years, Haven, VIC
“Thank you, Ashley, for your time and patience in explaining the financial side of the Aged Care system to mum and I. Your knowledge and understanding of the whole complex…
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…
Sally, 46 – 55 years, Edenhope, VIC
“This was the first time we had seen a financial adviser, and we were not disappointed! Rob was in tune with our situation and gave us advice we will definitely…
J Freeman
“This is my first time investing and I would like to share my great appreciation for the service provided by Robert and Rachael. They were very easy to understand and…