W Garton

“Olivia was very informative and professional in supporting me on my wealth journey. Olivia was able to explain information clearly and made sure I understood throughout our discussions. Olivia displayed her confidence, skills, knowledge, and passion within her work, and she was very supportive. Olivia provided a summary of our discussion and provided options that best suit my situation. I would recommend Olivia to others.”

“We recently saw Ashley for some advice after we had to put my Mum into permanent care. She has dementia. In what is already and absolutely horrific time, my Dad had the added burden of needing to come up with $350,000 deposit. We spoke with Ashley about financial options with a combination of savings, part pension and superannuation, with payment options for the nursing home while still being able to live a decent lifestyle on what money was left over. Ashley was outstanding, his knowledge of the industry and the legislation was outstanding, his advice was, in depth and accurate, he gave options, and he made it very simple for us to understand. But above all, he was understanding and caring. I would recommend Ashley for anyone who has an aged care related financial situation. You will get the best advice from someone who is empathetic and understanding. Thanks so much Ashley.”

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. 

I found Ashley to be an effective communicator and very understanding of my needs. 

“After the royal commission into banking finished, my Bank no longer provided face to face advise in super investments. Good and trustworthy friends recommended Robert Goudie for financial advice. I found Robert and Rachael friendly, efficient, easy to talk to, and very understanding of my situation. Robert is well worthy of the trust my friends have in him. He dealt with my request in an honest and professional way. At the end of my appointment, I felt relieved and very pleased with how it went. Many thanks Robert.” 

“Thank you, Ashley. Your professional, caring, and helpful approach, knowledge of building wealth and ability to instil confidence is to be commended. Your finance needs to be managed and understood holistically and I believe Ash deserves a particular mention for ticking all of those boxes.”