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. 

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. 

Having been to a number of financial planners in the area, looking for one which suited us, we met Rob Goudie. A few things really stood out about Rob. Rob encourages learning and has an obvious passion for the share market. Rob has been a great support and resource to us. The advice we got was perfectly suited to us. As a young couple, he gave us advice which suited our plans, goals and stage of life. The rest of the staff at Consortium Private Wealth are friendly and are a pleasure to deal with. I am a big fan! 

Robert has been our financial adviser since he began his business some years ago. He was extremely helpful when we retired from farming and when I introduced my mother to Robert she was also impressed with his friendly and professional manner. At one of the Wimmera Investment Club information sessions run by Robert, a guest speaker covered saving on nursing home fees using an example that matched that of my mother’s situation. As this was a rare case, Robert did a lot of research and met myself and my Mum on several occasions and explained the benefits of the new plan in a way we could understand. We believe that Robert’s efficiency is to be admired. 

Rob Goudie, put very simply, makes understanding your finances easy. We are still in control of our funds, but the red tape and the financial lingo is smoothed over for us by Consortium Private Wealth. Rob and his team are ultimate professionals who are amazing to deal with and we could not wish to find better service anywhere. It is so nice to feel we are on track and focused and more in control of our money than ever before. It is easy to write a testimonial for a team that we have true and honest feelings for, that are professional and helpful and willing to go that extra mile. 

As clients of Robert Goudie we have no hesitation in recommending his financial services. We find Robert is always available, honest, friendly and very professional when dealing with our family’s financial needs. He is patient and prepared to listen to our queries and concerns, his staff are also very efficient, courteous and prompt. Robert has worked with us to design a portfolio within our Self Managed Super Fund giving us tax advantages, investment flexibility and an ongoing income into retirement. We have been clients of Roberts for many years and feel confident in associating our business with him. 

It may sound like a cliché, but it must be said that if you need any financial advice Robert Goudie and his staff are the answer. Almost 10 years ago I transferred my superannuation portfolio into Robert‘s hands, with one of Robert’s first recommendations being that I take out an Income Protection Policy. The cost seemed slightly high with monthly payments, however as with any insurance, it’s only when it’s needed that you realise whether the money you have spent is worth it. WORTH IT, was an understatement when I became ill and unable to work, with two children and a wife to support. The income protection policy Robert had recommended has definitely saved my family from extreme heartache and financial despair. Robert’s expertise, honesty, knowledge and professionalism, is what has saved my family and I from what I could only describe as poverty.

Robert Goudie has been our financial adviser since he started his. In the early years I was working and now have retired, Robert has guided us all the way. We have found him very approachable, friendly and trustworthy and able to explain all queries in a manner that we understand. We live out of Horsham and when we need advice we contact him – he never hesitates to explain any queries over the phone to us. Choosing Robert as our financial adviser from his beginning has proven to be an excellent choice and I have never thought of seeking another financial adviser. 

Rob Goudie is an excellent financial advisor, and I can say that with authority from having employed many other financial advisor services and I found them all completely lacking. Nothing was specific, they took your fees but gave no service, and were hard to contact and difficult to understand. Rob Goudie and the whole Consortium Private Wealth team are nothing but professional, helpful and there is never any issue with any question I have. I finally feel in control to help us make money for the future, with a privatised service that caters specifically for us. I feel we are continually moving and changing our portfolio to suit the markets- and this keeps us feeling in touch and in control of what’s happening. The stress and the feeling of being unsure are gone, and the feeling of being in control of my financial destiny- thanks to this excellent team, is here to stay! I would highly recommend them to anyone- thanks Rob. 

Being clients of Robert Goudie’s for a number of years now, we have always found him and his staff’s professionalism and customer service to be of the highest standard. We first spoke to Robert in 2003 when we decided to retire from farming. After the very first visit we had great confidence in his planning skills and immediately had him draw up a financial plan which suited us. To this date we are extremely happy with the excellent service he provides. We have recommended Robert to many of our friends and have great confidence in recommending him to anybody in the future. 

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. 

We were fortunate enough to be referred to Rob Goudie by our long-term accountants. We required specialist advice and urgent assistance to develop and implement a succession plan to restructure the family farming business. Recommendations were also needed to assist us in gaining aged care for a loved one in the family. Rob’s knowledge of the aged care industry, farming business and the Department of Veteran Affairs enabled a fair and speedy transition to aged care. Rob negotiated with a number of relevant parties on our behalf. His persistence and professionalism in dealing with often bureaucratic third parties ensured the best result. We’d have no hesitation in recommending Rob’s services. 

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. 

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! 

We have found Rob approachable, encouraging, and knowledgeable. We enjoy working with him to achieve our goals. As well as specific advice to clients Rob keeps in touch regularly with general advice to his clients. Thanks to Rob and team! 

We feel that Robert has efficiently guided us in a genuine and correct direction regarding our insurance and superannuation needs. We are very pleased with the level of support, kindness and professionalism shown by all staff in the office and would also like to thank you for your constant feedback, communication, and caring advice. 

After being captivated by the initial euphoria of the financial benefits of participating in a SMSF, my aspirations were soon shattered by a complete lack of financial expertise as well as non-disclosure of performance by my former provider. However, l then met Robert Goudie who transferred my SMSF to Consortium Private Wealth administration and advice where, together with the assistance of his competent staff, immediately proceeded to rectify the financial disaster they inherited and once again revived my financial dreams. They provided full transparent disclosure of the funds’ performance together with any associated financial advice required for a carefree retired lifestyle. 

Robert Goudie has consistently provided my husband and I with sound, realistic and effective financial advice. He has allowed us to take better control of our finances, to ensure that our young family is well protected, and to begin to invest for our futures. We couldn’t recommend him more highly as a financial adviser. 

Consortium Private Wealth have been advising me on various financial issues over the last few years, both personally and within my business activities. Robert Goudie is dedicated to providing the very best service and advice in all aspects of the financial industry and has proven time and time again to go well beyond the expected level of service that one may receive elsewhere. Robert and his team have assisted and guided me in all aspects of my financial planning needs, making this process trouble free and in the end, I am extremely pleased with a very satisfying result. Consortium Private Wealth are to be commended for their Integrity, professionalism, dedication, excellent communication skills and attention to detail, making my life so much more comfortable. I have absolutely no hesitation in recommending the services of Robert Goudie and the team Consortium Private Wealth to potential clients for their common-sense financial planning advice. 

After losing faith with my previous financial adviser, a trusted friend recommended I meet with Robert Goudie from Consortium Private Wealth. With Robert’s practical advice and SMSF administration services I now have vastly improved the structure and management of my Self Managed Superannuation Fund. Robert’s direct investment advice and Consortium Private Wealth administration services have not only increased my control and understanding on how my money is invested, but also reduced my ongoing costs when compared to my previous products. I have received consistent ongoing service and have found that having consistent access to Robert and his competent client services team is very rewarding. I can highly recommend Robert and the team at Consortium Private Wealth to provide high quality investment advice and ongoing service. 

Big compliments to Rob Goudie and Consortium Private Wealth. While setting up our own business, Robert’s elaborate and ubiquitous advice assisted us in structuring the purchase of the business and business property in a way that minimised the levels of debt and risk taken while providing significant ongoing tax advantages. Robert coordinated and liaised directly and very effectively with the myriad of other financial professionals to ensure that the transaction was completed on time, which allowed us to focus on other important tasks. Robert’s profound understanding of the Self-Managed Superannuation Fund rules and regulations has provided us with the flexibility to utilise our superannuation assets to help achieve our business goals which will most certainly secure our financial future. The efficient staff at Consortium Private Wealth are to be commended for their constant follow-up to ensure that all elements of the complex strategies were pulled together. 

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. 

On our retirement a decision was made to change direction as regards to who we would use to steer us financially through our remaining years in retirement. We asked our accountant to recommend to us a local leading financial adviser who we could trust and comfortably work with. This led to our present association with Robert Goudie. Robert set about re-designing our Self-Managed Super Fund and finances etc, which brought immediate benefits to us. The fact that he is always available, if needed, and that there is a regular three-monthly update of our situation is appreciated. He makes every effort to explain fully what he is doing and to discuss with us any changes that may need to be made to be of benefit to us. We would have no hesitation in recommending Robert Goudie to anybody who might be looking for a very dedicated, professional financial adviser. 

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.