Jeffrey, 65+ years, Horsham, VIC

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. 

“I found Olivia extremely easy to understand and she has always explained very clearly how things worked or the best way to proceed. Olivia is a friendly, caring adviser who always found time to respond or see me regarding my queries.”

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. Highly recommend his services. The staff were extremely welcoming when I entered the building also.

“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.”

“This is my first time investing and I would like to share my great appreciation for the service provided by Robert and Rachael. They were very easy to understand and demonstrated a deep understanding of the investing industry. I highly recommend your services to anyone wanting to invest their money.” 

Ash was very down to earth and friendly, he had excellent listening skills and gave professional, informative advice. Ash has life skills that made us feel he understood. We should have done this years ago.