M Little

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

“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 demonstrated a deep understanding of the investing industry. I highly recommend your services to anyone wanting to invest their money.” 

“I felt unsure about many aspects of financial planning. My time with Olivia alleviated my concerns and gave me a structure to follow. This was comforting. Olivia was warm, thoughtful and listened well. I have recommended Olivia to friends for financial guidance. Thank you.”

It may sound like a cliché, but it must be said that if you need any financial advice Robert Goudie and his staff are the answer. Almost 10 years ago I transferred my superannuation portfolio into Robert‘s hands, with one of Robert’s first recommendations being that I take out an Income Protection Policy. The cost seemed slightly high with monthly payments, however as with any insurance, it’s only when it’s needed that you realise whether the money you have spent is worth it. WORTH IT, was an understatement when I became ill and unable to work, with two children and a wife to support. The income protection policy Robert had recommended has definitely saved my family from extreme heartache and financial despair. Robert’s expertise, honesty, knowledge and professionalism, is what has saved my family and I from what I could only describe as poverty.

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 to understand manner. The advice was right for our needs and would recommend Ashley to others seeking similar advice. 

“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.”