Geoff, 56 – 65 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.”

My wife Fiona and I have been clients of Rob Goudie for just over 12 months. We have found his advice has been common sense, his understanding of our needs is comprehensive and his attitude both friendly and professional. We have a young family and our confidence in Rob has meant we have peace of mind about our financial affairs. Rob is a realist, he knows he won’t get everything right all the time, but the principles that are laid out at the beginning mean we know we are on the same wavelength. This means we get to spend more time on the trampoline with the kids than trying to make sense of the ever changing domestic and global investment environment. 

As clients of Robert Goudie we have no hesitation in recommending his financial services. We find Robert is always available, honest, friendly and very professional when dealing with our family’s financial needs. He is patient and prepared to listen to our queries and concerns, his staff are also very efficient, courteous and prompt. Robert has worked with us to design a portfolio within our Self Managed Super Fund giving us tax advantages, investment flexibility and an ongoing income into retirement. We have been clients of Roberts for many years and feel confident in associating our business with him. 

“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 and myself are on along with other related matters. Ashley was able to explain things in a clear way and I am confident the advice given was right for my needs. I received his full care and attention.”

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. 

Whilst preparing for my impending retirement, I approached several financial advisers, but I was not completely satisfied until I met with Robert Goudie. He worked with my accountant to set up a Self Managed Super Fund with which I feel very comfortable. Rob has a very honest and friendly approach and I feel he is genuinely working towards improving my financial position. I have no hesitation in contacting Rob or his willing staff with regard to questions or concerns I may have. Rob and his staff have taken considerable pressure from me particularly during a recent illness I have endured and I feel thankful and have great trust in his guidance and services. I wish Rob and his team all the best for the future and I would willingly recommend him as an efficient and professional financial adviser.