“Ashley was able to give me advice on how selling my business would affect moving onto a full pension and how it would affect the pension bonus scheme my wife and myself are on along with other related matters. Ashley was able to explain things in a clear way and I am confident the advice given was right for my needs. I received his full care and attention.”
“Thank you Ashley for your time and patience in explaining the financial side of the Aged Care system to mum and I. Your knowledge and understanding of the whole complex system, helped make quite an emotional time for mum and I so much easier. Thankyou once again for your patience.”
I have been a client of Robert Goudie since 1992. During this time the products and services have changed but continued to grow without the level of care and advice being sacrificed. I have recently become a user of the online program which allows me to monitor my investments in greater detail. I am sure that Robert and his staff will continue to guide me with financial decisions.
“Ashley was very generous with his time and advice and his advice was very well explained and valuable.”
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!
Robert and his team at Consortium Private Wealth were a great find for us. When looking for advice on financial planning, we were immediately put at ease by Robert’s professional manner, degree of understanding of our needs and his helpful advice on how best to achieve our goals. Robert took the time to fully understand our position and continues to give us valuable advice and insight into the best way to achieve our goals. We would happily recommend Robert and the Consortium Private Wealth team in Horsham to anyone looking for personalised financial advice.
Robert was recommended to us by our accountants when we were seeking a financial adviser. We have been entirely satisfied with the advice and planning he has done for us, and we have appreciated his genuine desire to do what is best for our future. It is always a pleasure to have a chat with Rob as he talks in a financial language we understand. The staff at Consortium Private Wealth add to a friendly and happy environment. We would sincerely recommend Rob & Consortium Private Wealth to anyone who needs financial planning and advice.