“We are very happy with Ash’s advice. Aged care is such a complex area and Ash has helped us enormously with detailed analysis. He has certainly helped with the transition of mum into aged care. We are most grateful for his help and advice.”
The advice provided by Rob Goudie saved us from making a very dangerous financial decision and we will be forever grateful for his prudence and words of caution. Rob’s vision was for the long term whilst we were caught up in the excitement of making a very nearsighted and emotional decision, which would have left us in an extremely precarious financial position. Rob’s approach is ‘slow and steady’ but will see us reaching our financial goals within five years and will leave us in a much more secure position with less debt and a better work/life balance which is important for our family. Rob has consistently listened without judgement and offered solutions that are attainable. The targets that he has set for us have been realistic and the long-term outcome will be worth the small sacrifices along the way. We trust that Rob has our best interest and the interests of our sons at heart and that he has sought to protect us with our insurance policies and help us to provide for our hildren.
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.
After reaching a crossroad in my financial life I felt the need to consult with a Financial Advisor, and not knowing which way to turn, Robert’s name was mentioned. Having already had some unfavourable experiences with other Advisors in Melbourne, I was initially hesitant to try “another one” when I found myself having to make a significant financial decision quickly. I contacted Robert for advice. As a novice (and still am) Robert’s ability to clearly explain what and how he would take me forward put me at ease and filled me with confidence. Since then, I have had nothing but good consultation from Robert and his wonderful and experienced team. Their approachability, friendliness and trustworthy professionalism is the best around.
I was finding it increasingly time consuming to manage our investment portfolio. By engaging Consortium Private Wealth administration and advice service’s it has now resulted in significant time savings, reduced administration, and increased transparency. Easy access via the web site 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 gave me advice on my superannuation. She was very clear with the advice and helped me very much with ways to understand exactly what I’m doing and looking for. Also giving me many tools to learn about it all. I couldn’t recommend Olivia enough, she was great to work with!”