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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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…
John, 65+ years, Horsham, VIC
“I found Ash very easy to understand…Whenever I put my ideas etc forward, he was able to deal with what I was saying and get back to where he left…
A & L Niewand
We have found Robert to be a genuine and honest adviser who uses a careful approach to handling our retirement superannuation. He is friendly and approachable, and his manner instils…
Janice, 65+ years, Natimuk, VIC
“Ashley was very conversant with Aged Care fees and expenses. We thank him for his reassurance of our mother’s position was the right fit for her now.”
B & R Johnson
The advice provided by Rob Goudie saved us from making a very dangerous financial decision and we will be forever grateful for his prudence and words of caution. Rob’s vision…
J McCredden
After a lifestyle change of direction several years ago, we found our family looking around for financial advice on succession restructure of the family business and private investments. We interviewed…