W Garton

In the time we have had Robert Goudie as our adviser we have always found him friendly and approachable. Robert is always ready to advise, yet there has never been any pressure to follow him. His methods have made for ease of administration of our super investments, even though we live some distance from Horsham. We feel we have full control of our funds with Robert always a willing listener and he has given us confidence to make decisions. Under Robert’s guidance we have seen our investments grow steadily at realistic and satisfactory rates, well above what we would have imagined had we gone it alone. Robert has helped us by giving us a strong understanding of the intricacies of the share market and the benefits of the service he provides. 

“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 realise my future goals (both financial and otherwise) are still realistic and achievable. With Olivia’s help and knowledge, I have gained the confidence and independence that I had lost, but now I am ready to move forward. Thank you.”

“Olivia has given our family advice on such a wide range of areas – shares, superannuation, investment, various insurances and overall financial planning – she is efficient, understanding, thorough and ethical. I would recommend her most definitely.”

“Olivia has given me initial advice and consultation in investing, superannuation and insurance. Olivia was always fully attentive to my needs, and she was extremely knowledgeable and explained things fully. I feel confident she understood my circumstance and provided appropriate options for me”

“Highly recommend Rob; has a great understanding of investments, options available and different tax structures. Thanks”

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.