Dianne, 56 – 65 years, Bungalally, VIC
“Rob and Amy were excellent to deal with. They provided sound advice in a form that was both informative and very easy to understand.”
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Francis, 65+ years, Byaduk North, VIC
“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…
Carol, 65+ years, Horsham, VIC
“Olivia has given my husband and I advise in relation to a super fund that will shortly cease and the different options available to us for the money accrued. She…
Michelle, 56 – 65 years, Horsham, VIC
“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.”
Zane, under 35 years, Hawthorn East, VIC
“Highly recommend Rob; has a great understanding of investments, options available and different tax structures. Thanks”
H McPhee
I’ve always found Rob to be very knowledgeable and helpful. What I like best is that it doesn’t matter if you’re one of the richest people around, or a battler…
M McLean
“After dealing with Rob and Rachael when setting up our investment strategy, I can only urge anyone who is a bit hesitant or intimidated by the process, as was I,…