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 ...read more
- Investor Events
- Retirement Planning
- Portfolio 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 commonread more
"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 theread more
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 isread more