Michelle, 56 – 65 years, Horsham, VIC

“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.”

Whilst preparing for my impending retirement, I approached several financial advisers, but I was not completely satisfied until I met with Robert Goudie. He worked with my accountant to set up a Self Managed Super Fund with which I feel very comfortable. Rob has a very honest and friendly approach and I feel he is genuinely working towards improving my financial position. I have no hesitation in contacting Rob or his willing staff with regard to questions or concerns I may have. Rob and his staff have taken considerable pressure from me particularly during a recent illness I have endured and I feel thankful and have great trust in his guidance and services. I wish Rob and his team all the best for the future and I would willingly recommend him as an efficient and professional financial adviser. 

“I met with Olivia to discuss my financial advice needs. Olivia was generous with her time and knowledge. She communicated complicated concepts in a clear and straightforward manner and her professionalism and passion for her work is commendable.”

On the suggestion from our accountant that we needed a financial health checkup, we were directed to Rob Goudie at Consortium Private Wealth. Rob took the time to listen to our family/business circumstance. He has been able to review & update our insurances/income protection. The whole team have been welcoming, friendly & accessible. We feel more at ease with the direction our finances are going and are very keen to be included in future investment/finance seminars. I think the best outcome is being able to deal with someone local who is easily contactable. All round, a really pleasant and easy experience! 

Ash was very down to earth and friendly, he had excellent listening skills and gave professional, informative advice. Ash has life skills that made us feel he understood. We should have done this years ago. 

“Ashley was very conversant with Aged Care fees and expenses. We thank him for his reassurance of our mother’s position was the right fit for her now.”