“I met with Rachael because I am concerned about how my financial future is looking and that I have very little to play with. Rachael was super supportive and provided advice on options that are available to me to improve my position now (mortgage) and in retirement. I feel much more in control and capable of making changes.”
“Ashley was able to clearly explain the financial implications associated with Permanent Residential Care, for my brother in the West Wimmera Health Service’s Rainbow Hostel and suggest the best options currently available. I also appreciate the fact that he sent an email on our behalf to the Financial Administrator for the West Wimmera Health Service advising her of the discussions we had and the rationale behind not completing the Income and Asset Assessment Forms for Centrelink.”
“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.”
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 our young family is well protected, and to begin to invest for our futures. We couldn’t recommend him more highly as a financial adviser.
“Rob has an extensive knowledge on numerous different areas in regard to all financial situations. I really appreciated having someone so approachable and non-judgmental about my finances. Being young, I never really knew much and just being able to bounce ideas off a professional has been very appreciated.”
“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.”
The advice provided by Rob Goudie saved us from making a very dangerous financial decision and we will be forever grateful for his prudence and words of caution. Rob’s vision was for the long term whilst we were caught up in the excitement of making a very nearsighted and emotional decision, which would have left us in an extremely precarious financial position. Rob’s approach is ‘slow and steady’ but will see us reaching our financial goals within five years and will leave us in a much more secure position with less debt and a better work/life balance which is important for our family. Rob has consistently listened without judgement and offered solutions that are attainable. The targets that he has set for us have been realistic and the long-term outcome will be worth the small sacrifices along the way. We trust that Rob has our best interest and the interests of our sons at heart and that he has sought to protect us with our insurance policies and help us to provide for our hildren.