Geoff, 56 – 65 years, Horsham, VIC
“Ash was great to do business with, he, and the team were all excellent. With the advice and support my wife and I were given we felt confident in making our decisions. We will continue to use Ash in the future.”
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Sam, under 35 years, Horsham, VIC
“After my meeting with Rob I had great feeling knowing I had came to the right place. He tailored his advice to suit my situation and my knowledge perfectly, I would highly recommend Rob to anybody.”
Wendy, 46 – 55 years, Edenhope, VIC
“Ashley helped me to work through the maze of funding life in the aged care facility and the best strategies to put in place without eroding any savings my Dad had accumulated”
Elizabeth, 35 – 45 years, Horsham, VIC
“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.”
Sarah, 35 – 45 years, Horsham, VIC
“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.”
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.”
M Little
“Rob was extremely approachable and knowledgeable, and, as a result, I was able to learn a great deal. He provided me with excellent direction on where to go with my financial situation and I could not recommend Rob highly enough.”