J & G Freimanis

“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.”

The important thing for us was to find some flexibility which allowed us to secure our lifestyles appropriately whilst not being too damaging to our weekly financial allowances. After working closely with Ashley, the suitable services were found. The process which Consortium Private Wealth developed to work with us allowed us to feel comfortable and confident throughout. We were continuously communicated with and provided with a number of options which allowed us to achieve a very satisfactory outcome. We continue to be impressed with the professionalism of the Consortium Private Wealth team and we look forward to continuing our relationship and are comfortable in recommending others to also turn to Consortium Private Wealth for their financial solutions. 

We have always found Rob to be helpful and courteous, no question is too small or difficult. Always up to date with strategies and advice. The weekly updates and alerts are informative and timely, and we appreciate the personal advice and insight he and his team provide. 

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. 

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. 

“Olivia has given my husband and I advise in relation to a super fund that will shortly cease and the different options available to us for the money accrued. She explained these very clearly and ensured that we understood the future implications for each option. She also gave adequate time for any questions we might’ve had and reinforced the main points. We feel very confident in her advice in relation to our needs and will happily recommend her to others.”