B & K Warren
All my experiences with Robert and Ashley have been very good, and with Robert organising my retirement plans has been very rewarding over the years. Ashley has been very helpful regarding aged care affairs also.
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Leigh, 65+ years, McKenzie Creek, VIC
“Ashley was able to give me advice on how selling my business would affect moving onto a full pension and how it would affect the pension bonus scheme my wife…
C Lowe
“I have been very satisfied with your service and would be happy to recommend you to any of my friends.”
Leanne, 56 – 65 years, Ringwood East, VIC
“Olivia is very personable and very easy to talk to and, like all the staff, is very happy to drop things to have a chat and answer any questions and/or…
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.”
R Johnson
Robert Goudie has consistently provided my husband and I with sound, realistic and effective financial advice. He has allowed us to take better control of our finances, to ensure that…
Greg, 65+ years, Quantong, VIC
“Advice on self-managed super funds was clear and concise, Olivia’s knowledge on this subject is very broad and complete. Olivia is a people person with genuine care and attention to…