D Holland

“We were very impressed with the way Rob listened to our story, and then formulated an opinion on how we could move forward into retirement in our future years. In just one hour, we were made to feel very comfortable that he had a grasp of our position, and offered some really helpful and important ideas on how we could go about it. We will certainly follow up with Rob on these ideas to get the best outcome for us and our children. Thanks Rob.”

“Olivia has given me initial advice and consultation in investing, superannuation and insurance. Olivia was always fully attentive to my needs, and she was extremely knowledgeable and explained things fully. I feel confident she understood my circumstance and provided appropriate options for me”

“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!”

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. 

A number of years ago, a friend of mine in the Wimmera strongly recommended that I contact a Robert Goudie in Horsham to discuss my retirement plans as I had mentioned that I was thinking of retiring in the next 8 to 10 years. At the time I was employed as Public Servant in Melbourne and made contact with Rob, an appointment was arranged, and it has now turned out to be the best I have ever made. My financial skills had been very limited and after a couple of visits Rob had me on a plan that was very easy to understand and was always available to discuss any issues, I had with my Statement of Advice that he had written for me. When in Melbourne he would always ring and give me the opportunity to meet with him to discuss my financial plans. I have found the whole team at Consortium Private Wealth very approachable and friendly, and I firmly recommend the professionalism shown by Rob and all his staff. I have now retired and living in Perth (W.A.) and I am still proud to say that I am a clint.

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.