Jeffrey, 65+ years, Horsham, VIC
“He knows his job very clever man helped us from start to finish highly recommended. very confident in his job, would highly recommend to other people”.
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A Wilson
Rob Goudie is an excellent financial advisor, and I can say that with authority from having employed many other financial advisor services and I found them all completely lacking. Nothing…
Arnna, 35 – 45 years, Horsham, VIC
“Everyone has a relationship with money. That is what underpins how easily we can talk about it, how happily we are to invest and our overall financial health. Olivia understands…
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…
Ann-Maree, 46 – 55 years, Haven, VIC
“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….
C Carman
Rob gave me so much great information about my business – definitely got a lot out of the appointment. Rob answered every single one of my questions in great detail….
G Kuehne
Over a period of 15 years, Robert has managed and taken care of any of my financial concerns and given me clear explanations regarding my situation, always offering sound advice….