M Little

“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 general advice to his clients. Thanks to Rob and team!”

“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 her confidence, skills, knowledge, and passion within her work, and she was very supportive. Olivia provided a summary of our discussion and provided options that best suit my situation. I would recommend Olivia to others.”

“Found Ashley very knowledgeable and informative with the information he was able convey to my wife and I. He was able to help us planning for the future and put us at ease.”

Overall, an excellent 5 years of performance as a trusted financial adviser. A 10 Star Rating 

We were fortunate enough to be referred to Rob Goudie by our long-term accountants. We required specialist advice and urgent assistance to develop and implement a succession plan to restructure the family farming business. Recommendations were also needed to assist us in gaining aged care for a loved one in the family. Rob’s knowledge of the aged care industry, farming business and the Department of Veteran Affairs enabled a fair and speedy transition to aged care. Rob negotiated with a number of relevant parties on our behalf. His persistence and professionalism in dealing with often bureaucratic third parties ensured the best result. We’d have no hesitation in recommending Rob’s services. 

“I found Olivia very easy to understand, I wasn’t sure what advice we needed when we first went to see her, but she steered us in the right direction about minimising debt, consolidation of our super funds, and also about an investment with some shares.”