M Ervin

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. 

“Ashley was able to clearly explain the financial implications associated with Permanent Residential Care, for my brother in the West Wimmera Health Service’s Rainbow Hostel and suggest the best options currently available. I also appreciate the fact that he sent an email on our behalf to the Financial Administrator for the West Wimmera Health Service advising her of the discussions we had and the rationale behind not completing the Income and Asset Assessment Forms for Centrelink.”

I was finding it increasingly time consuming to manage our investment portfolio. By engaging Consortium Private Wealth administration and advice services it has now resulted in significant time savings, reduced administration and increased transparency. Easy access via the website ensures the ability to monitor the progress of our investments and maintain control over our finances without the worry of the day-to-day administration. 

“Olivia prepared a statement of advice for my wife and myself. Which included better options for superannuation, share investments and insurance. She explained it in such a way that made it easy to understand for us. She was very easy to get along with and very accommodating, i couldn’t recommend her re highly.”

If you are looking for quality expert financial advice, coupled with good old-fashioned service and professionalism, then look no further. Rob Goudie and his team at Consortium Private Wealth have far outdone even our highest expectations. Rob has guided us with his excellent knowledge in the financial sector, steering us from small beginnings to growth and security with minimal effort. Rob took time to listen compassionately and gave honest and meaningful advice. Nothing seems too much for Rob, as he even took time to assist us in setting up our business. It’s always good to know who you can trust when the complexities of the business world seem too hard. We look forward to a great financial future thanks to Rob’s guidance. We highly recommend you contact the team at Consortium Private Wealth for expert advice on managing your finances. 

“Professional, calm, listened and was supportive of my personal decision making so far. I felt incredibly comfortable discussing sensitive info with Ash in my first consultation. Recommend.”