“After dealing with Rob and Rachael when setting up our investment strategy, I can only urge anyone who is a bit hesitant or intimidated by the process, as was I, don’t be. Rob and Rachael offered an easy-to-understand plan with no pressure or hard sales pitch to sign up. I now know why Consortium, with Rob at the helm, is rated so highly and I look forward to a long and prosperous future relationship.”
“Ash was great to do business with, he, and the team were all excellent. With the advice and support my wife and I were given we felt confident in making our decisions. We will continue to use Ash in the future.”
After reaching a crossroad in my financial life I felt the need to consult with a Financial Advisor, and not knowing which way to turn, Robert’s name was mentioned. Having already had some unfavourable experiences with other Advisors in Melbourne, I was initially hesitant to try “another one” when I found myself having to make a significant financial decision quickly. I contacted Robert for advice. As a novice (and still am) Robert’s ability to clearly explain what and how he would take me forward put me at ease and filled me with confidence. Since then, I have had nothing but good consultation from Robert and his wonderful and experienced team. Their approachability, friendliness and trustworthy professionalism is the best around.
“Found Ashley very knowledgeable and informative with the information he was able convey to my wife and I. He was able to help us planning for the future and put us at ease.”
After a lifestyle change of direction several years ago, we found our family looking around for financial advice on succession restructure of the family business and private investments. We interviewed several financial advisers and while they were informative, we were all greatly impressed by Robert’s enthusiasm and professionalism in striving for the right outcome for us. Robert’s professional approach, knowledge, down to earth language, and contacts form a solid base and is echoed by his friendly staff in the Horsham office and was a great comfort at this time for our family. We have no hesitation to recommend others to contact and talk to Robert as he and his staff are only a phone call away and are always courteous, helpful, friendly, and approachable.
“After my meeting with Rob I had great feeling knowing I had came to the right place. He tailored his advice to suit my situation and my knowledge perfectly, I would highly recommend Rob to anybody.”
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.