Rob, 56 – 65 years

On our retirement a decision was made to change direction as regards to who we would use to steer us financially through our remaining years in retirement. We asked our accountant to recommend to us a local leading financial adviser who we could trust and comfortably work with. This led to our present association with Robert Goudie. Robert set about re-designing our Self-Managed Super Fund and finances etc, which brought immediate benefits to us. The fact that he is always available, if needed, and that there is a regular three-monthly update of our situation is appreciated. He makes every effort to explain fully what he is doing and to discuss with us any changes that may need to be made to be of benefit to us. We would have no hesitation in recommending Robert Goudie to anybody who might be looking for a very dedicated, professional financial adviser. 

“Olivia is great to talk to and is very understanding of my current situation. Due to this, she has been able to set my mind at ease and help me realise my future goals (both financial and otherwise) are still realistic and achievable. With Olivia’s help and knowledge, I have gained the confidence and independence that I had lost, but now I am ready to move forward. Thank you.”

“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.”

I have been a client of Robert Goudie since 1992. During this time the products and services have changed but continued to grow without the level of care and advice being sacrificed. I have recently become a user of the online program which allows me to monitor my investments in greater detail. I am sure that Robert and his staff will continue to guide me with financial decisions. 

After a lifestyle change of direction several years ago, we found our family looking around for financial advice on succession restructure of the family business and private investments. We interviewed several financial advisers and while they were informative, we were all greatly impressed by Robert’s enthusiasm and professionalism in striving for the right outcome for us. Robert’s professional approach, knowledge, down to earth language, and contacts form a solid base and is echoed by his friendly staff in the Horsham office and was a great comfort at this time for our family. We have no hesitation to recommend others to contact and talk to Robert as he and his staff are only a phone call away and are always courteous, helpful, friendly, and approachable. 

“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.”