Geoff, 56 – 65 years, Horsham, VIC

“Approaching retirement age, I felt it was important to obtain professional advice regarding my financial situation, particularly in relation to income tax and the opportunities available to me through superannuation. I had used Ashley at Consortium Private Wealth previously and was very impressed by the advice he had provided during my mother’s transition to aged care. I met with Rob and Olivia who were great, taking the time to understand my personal situation and my financial objectives moving forward. They offered me excellent advice during our initial meeting and have followed through as promised with further advice on capital gains tax specific to my situation. Following these discussions, I feel confident in my financial security moving forward and will not hesitate to contact them for further advice in the future. A very professional business and experience – thank you and well done.

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. 

“Olivia has given our family advice on such a wide range of areas – shares, superannuation, investment, various insurances and overall financial planning – she is efficient, understanding, thorough and ethical. I would recommend her most definitely.”

“Rachael was fantastic in giving salary sacrifice advice. This allowed me to consider strong financial options in relation to being a ‘first home buyer’ and a pathway to creating a deposit for a house.”

Ashley is very efficient and knowledgeable with a friendly approach in helping with parents aged care requirements. 

“Being clients of Robert Goudie’s for well over 10 years now, we have always found him and his staffs professionalism and customer service to be of the highest standard. We first spoke to Robert 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 too many of our friends and have great confidence in recommending him to anybody in the future.”