“Ashley has a very positive communication style when dealing with clients. He is very personable and demonstrates real empathy when dealing with what are often stressful and complex issues. He demonstrates a broad range of skills and understandings across many areas and was most helpful to me with sorting out my aged care/taxation problems.”
We are very confident & comfortable in Rob’s advice; he is pleasant, and we would recommend his advice to anyone. He also manages our son’s financial affairs, and they are very happy about Rob’s advice. It is pleasing to us as Russell’s parents that his financial future is in fine hands.
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.
“We were very impressed with the way Rob listened to our story, and then formulated an opinion on how we could move forward into retirement in our future years. In just one hour, we were made to feel very comfortable that he had a grasp of our position, and offered some really helpful and important ideas on how we could go about it. We will certainly follow up with Rob on these ideas to get the best outcome for us and our children. Thanks Rob.”
“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. I feel confident she understood my circumstance and provided appropriate options for me”
Robert Goudie has been our financial adviser since he started his. In the early years I was working and now have retired, Robert has guided us all the way. We have found him very approachable, friendly and trustworthy and able to explain all queries in a manner that we understand. We live out of Horsham and when we need advice we contact him – he never hesitates to explain any queries over the phone to us. Choosing Robert as our financial adviser from his beginning has proven to be an excellent choice and I have never thought of seeking another financial adviser.
“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.”