A & L Niewand

We have found Robert to be a genuine and honest adviser who uses a careful approach to handling our retirement superannuation. He is friendly and approachable, and his manner instils confidence that he is working for the best possible outcome for us. 

W McInnes

Robert has been an absolute blessing since he became my advisor. I can’t even begin to describe the ways he has carefully guided me and my portfolio through the GFC and clearly made recommendations along the way, enabling me to sleep well at night. He keeps educating me little by little never making me feel stupid. Each review is more like a visit to talk with a friend who I know has my family’s best interest at heart. Every member of staff is as helpful and friendly as the last and I am so pleased to be a client and support the professional Horsham business who employ wonderful women in my community. 

A Ryan

“After the royal commission into banking finished, my Bank no longer provided face to face advise in super investments. Good and trustworthy friends recommended Robert Goudie for financial advice. I found Robert and Rachael friendly, efficient, easy to talk to, and very understanding of my situation. Robert is well worthy of the trust my friends have in him. He dealt with my request in an honest and professional way. At the end of my appointment, I felt relieved and very pleased with how it went. Many thanks Robert.” 

J Freeman

“This is my first time investing and I would like to share my great appreciation for the service provided by Robert and Rachael. They were very easy to understand and demonstrated a deep understanding of the investing industry. I highly recommend your services to anyone wanting to invest their money.” 

L Rigby

“I would like to thank Consortium Private Wealth. The team helped me at a very difficult time, giving me financial advice and explaining everything in full so I could understand my options. The staff are very friendly and helpful. Nothing is a problem. Highly recommend.” 

C Lowe

“I have been very satisfied with your service and would be happy to recommend you to any of my friends.” 

A Pickering

“I am a great believer in outsourcing various aspects of life (management of finances as an example) to those people who are experts in their field. I have been nothing short of extremely impressed with the service I’ve received from Consortium. Olivia is real, raw, honest; meticulous and helpful. Highly recommend Consortium and their services.” 

M McLean

“After dealing with Rob and Rachael when setting up our investment strategy, I can only urge anyone who is a bit hesitant or intimidated by the process, as was I, don’t be. Rob and Rachael offered an easy-to-understand plan with no pressure or hard sales pitch to sign up. I now know why Consortium, with Rob at the helm, is rated so highly and I look forward to a long and prosperous future relationship.” 

M Little

“Rob was extremely approachable and knowledgeable, and, as a result, I was able to learn a great deal. He provided me with excellent direction on where to go with my financial situation and I could not recommend Rob highly enough.” 

Francis

Ashley has provided advice in relation to aged care. I found Ashley to be very knowledgeable and competent and explained the advice and options in a very clear and easy to understand manner. The advice was right for our needs and would recommend Ashley to others seeking similar advice. 

Leticia

With the recent passing of my husband, it was hard to know where to turn for advice. Ashley has given me advice in areas including superannuation, investment, and government assistance. Ashley was adeptly able to explain things to me in a clear way. Through Ashley’s knowledge and experience, I feel very confident that the advice given was right for my needs. Leaving my problems to the professionals is the best. Customer service was excellent too! 

T Berry

Thank you, Consortium Private Wealth. Your professional, caring and helpful approach, knowledge of building wealth and ability to instil confidence is to be commended. Your finance needs to be managed and understood holistically and I believe CPW deserve a particular mention for ticking all those boxes. 

Dyanne

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. 

K Ryan

We have nothing but praise for Rob and the team at Consortium Private Wealth, their efficient, professional service is very impressive and have certainly had no hesitation in recommending other family members to seek their advice and guidance. 

C Carman

Rob gave me so much great information about my business – definitely got a lot out of the appointment. Rob answered every single one of my questions in great detail. Highly recommend his services. The staff were extremely welcoming when I entered the building also.

How to Retire Well eBook

How to Retire Well eBook

Let’s explore what retirement really means – it’s not just about the dollars, but about findingnew purposes, interests, and connections. In this book, we dig into how having a reason towake up each day can make retirement more exciting, how working a bit during retirementcan be a good thing, and how Australia’s retirement savings plan works to make things betterfor you. We also talk about how to take care of your loved ones when you’re not around, how tofigure out how much money you might need, and what happens if you run out of money.Don’t worry, we’ll guide you through it all in a simple way. And we’ll show you how to enjoyretirement without stressing about your finances.So, let’s start this journey together – a journey that’s not just about retirement, but about ahappy and fulfilling life after work.

Ways to win in 2024

Ways to win in 2024

How can you win in 2024? This episode explores a holistic approach to success, covering health, career, wealth, and personal growth. Discover how small habits, the Atomic Habits law, and meaningful goal-setting can shape your year. Financial strategies for 2024 include discussions on financial wellness, investing, and resilience. Beyond money, explore health, work-life balance, personal growth, and social connections as key elements of winning in 2024.  Join us for expert insights and actionable tips to make 2024 your best year yet! Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. 

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