M Little

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. 

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 and his team at Consortium Private Wealth were a great find for us. When looking for advice on financial planning, we were immediately put at ease by Robert’s professional manner, degree of understanding of our needs and his helpful advice on how best to achieve our goals. Robert took the time to fully understand our position and continues to give us valuable advice and insight into the best way to achieve our goals. We would happily recommend Robert and the Consortium Private Wealth team in Horsham to anyone looking for personalised financial advice. 

“I met with Olivia to discuss my financial advice needs. Olivia was generous with her time and knowledge. She communicated complicated concepts in a clear and straightforward manner and her professionalism and passion for her work is commendable.”

“Ashley was very informative and professional in his discussion with myself and family members, with regard to financial options in aged care for my elderly mother.”

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!