Rancie Financial - Melbourne (VIC)

5 /5 Jeff Chetcuti: In 2003 I meet with Rob Rancie to discuss investment and saving opportunities to support my wife and I in our retirement. We agreed a SMSF would best meet our needs both leading up to retirement and then on-going. After Robs retirement we were delighted to have his sons - Andrew, Jon and Chris - manage our affairs in this regard. Andrew has taken the lead role for us at Rancie Financial and we have never looked back. Andrews financial industry contacts, his knowledge, and ability to clearly present analysis and opportunities to support our life goals are testament to his professionalism. We have no hesitation in recommending Rancie Financial; as we have to our family.

5 /5 Greg Fisher: I was fortunate to meet Rob Rancie in early 2000 when he spoke to my team about the share market and investing. On the basis of that meeting I decide to engage with Rancie Financial. My wife and I set up a family superannuation fund and Rancie Financial have overseen the fund since inception. Now retired we are happily reaping the benefits of sound investing advice. Professional and considerate Rancie Financial provide me with peace of mind knowing my life savings and financial future are in safe hands.

5 /5 Rod Woodham: We commenced using Rob Rancie for financial advice about 30 years ago, and now Andrew, Jon, Chris and their team manage our SMSF and provide that ongoing advice. Rancie Financial are very professional, knowledgeable and attentive in all areas and have delivered sound investing advice and good returns for many years. Highly recommend Rancie Financial.

5 /5 Peter Snell: We have been satisfied clients of Rancie Financial for more than two decades. Over that time, we have developed a strong personal connection with Andrew and the team through their regular investment advice and thoughtful analysis of our financial position. Whenever we have queries, they are always easy to contact and quick to respond with clear explanations for their recommendations based on widespread and up to date market knowledge. Their online SMSF reporting tool is easy to access and provides detailed information on the content and performance of our portfolio. All in all, we feel very comfortable taking guidance from a professional financial planner we have come to know well and who really understands our financial goals and limitations.

5 /5 John Bonavia: My wife and I met Rob Rancie in 2007 on my brothers’ recommendation as he was very happy with Rancie Financial handling his super. Rob set up our SMSF and when he retired his son Andrew took over our portfolio and we’ve never looked back. Andrew and his team always have plenty of time for us and are incredibly professional and up to date with everything that has to do with investing and tax implications. We never have to worry about our SMSF. It is in very capable hands with Rancie Financial. Thanks Andrew and team.