Janice, 65+ years, Natimuk, VIC

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. 

“Olivia was very informative and professional in supporting me on my wealth journey. Olivia was able to explain information clearly and made sure I understood throughout our discussions. Olivia displayed her confidence, skills, knowledge, and passion within her work, and she was very supportive. Olivia provided a summary of our discussion and provided options that best suit my situation. I would recommend Olivia to others.”

“Ashley has a very positive communication style when dealing with clients. He is very personable and demonstrates real empathy when dealing with what are often stressful and complex issues. He demonstrates a broad range of skills and understandings across many areas and was most helpful to me with sorting out my aged care/taxation problems.”

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. 

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. 

All my experiences with Robert and Ashley have been very good, and with Robert organising my retirement plans has been very rewarding over the years. Ashley has been very helpful regarding aged care affairs also.