We are passionate about working with motivated investors who love having control and input as to how their money is invested for their future. And in case you’re wondering … no, there are no “get rich quick” schemes. The advice we give is based on common sense that gets results. No fluff, no hype.
As an individual boutique dealer group we have the flexibility to offer a truly diversified range of investment options, enabling the provision of first class, comprehensive solutions for your wealth accumulation and retirement planning needs.
(*formerly Meritum Horsham)
- Investor Events
- Retirement Planning
- Portfolio Management
- Asset Management
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Opening Hours Detail
- Appointments Available
- Closed Public Holidays
We recently approached Rob to overview our financial position after moving to Horsham from interstate and never really having a good handle on where we would be if the worst happened. We found Rob and his team to be very friendly, helpful and treated us with respect when our "financial intelligence" was lacking. Their attention to detail and common sense approach to these matters was extremely comforting. I know that if we need to make a claim against any of our policies, that Rob and his team will be there to guide us along the way - hopefully removing some of the stress in those difficult times.
Keep up the good work!
B & M Bathurst
"We were fortunate enough to be referred to Rob Goudie by our long term accountants. We required specialist advice and urgent assistance to develop and implement a succession plan to restructure the family farming business. Recommendations were also needed to assist us in gaining aged care for a loved one in the family.
Rob's knowledge of the aged care industry, farming business and the Department of Veteran Affairs enabled a fair and speedy transition to aged care. Rob negotiated with a number of relevant parties on our behalf. His persistence and professionalism in dealing with often bureaucratic third parties ensured the best result. We'd have no hesitation in recommending Rob's services."
F & S Henty-Anderson
"After many shopping sprees to find a financial manager that we felt comfortable with we selected the Meritum Financial Group. We have found Robert and his team to be extremely friendly and courteous and easy to approach.
It is our belief our financial needs have been addressed in a professional manner and all our questions answered truly and honestly. We have our utmost trust in Robert and his team."
L & R Maybery
"Robert has been our financial adviser since he began his business some years ago. He was extremely helpful when we retired from farming and when I introduced my mother to Robert she was also impressed with his friendly and professional manner.
At one of the Wimmera Investment Club information sessions run by Robert, a guest speaker covered saving on nursing home fees using an example that matched that of my mothers situation. As this was a rare case Robert did a lot of research and met myself and my mum on several occasions and explained the benefits of the new plan in a way we could understand. We now have confirmation from the Department of Health and Ageing that her savings are considerable.
We believe that Roberts efficiency is to be admired. My husband and I are glad we attend his meetings."
J & C Merrett
Would you like to get into the stock exchange or setup a Self Managed Super Fund but feel like it is all numbers and scary to attempt yourself? Do you wish you had someone who was on your side wanting you to do well? Then Rob and his team can make these things easy to understand and all you have to do is listen.
Rob Goudie, put very simply, makes understanding your finances easy. We are still in control of our funds, but the red tape and the financial lingo is smoothed over for us by Meritum Financial Group. Rob and his team are ultimate professionals who are amazing to deal with and we could not wish to find better service anywhere. It is so nice to feel we are on track and focused and more in control of our money than ever before.
So it is easy to write a testimonial for a team that we have true and honest feelings for, that are professional and helpful and willing to go that extra mile.
D & A Wilson