Michelle, 56 – 65 years, Horsham, VIC

As clients of Consortium Private Wealth, we find Robert to be very honest and professional when dealing with our finances. He is always accessible and prepared to listen to the client’s queries and concerns. Robert has worked with our accountant to give advice regarding the set up our Self Managed Super Fund and designed a portfolio which best suits our needs. Robert’s advice has given us tax advantages, investment flexibility and more control than we might otherwise have had. We have dealt with Robert for the last 15 years and have no hesitation in recommending his financial services. 

On the suggestion from our accountant that we needed a financial health checkup, we were directed to Rob Goudie at Consortium Private Wealth. Rob took the time to listen to our family/business circumstance. He has been able to review & update our insurances/income protection. The whole team have been welcoming, friendly & accessible. We feel more at ease with the direction our finances are going and are very keen to be included in future investment/finance seminars. I think the best outcome is being able to deal with someone local who is easily contactable. All round, a really pleasant and easy experience! 

After being captivated by the initial euphoria of the financial benefits of participating in a SMSF, my aspirations were soon shattered by a complete lack of financial expertise as well as non-disclosure of performance by my former provider. However, l then met Robert Goudie who transferred my SMSF to Consortium Private Wealth administration and advice where, together with the assistance of his competent staff, immediately proceeded to rectify the financial disaster they inherited and once again revived my financial dreams. They provided full transparent disclosure of the funds’ performance together with any associated financial advice required for a carefree retired lifestyle. 

“Robert Goudie is very pleasant and easy to understand. Without his advice we would not be in the sound financial position we are in today.”

“Olivia is very personable and very easy to talk to and, like all the staff, is very happy to drop things to have a chat and answer any questions and/or gather information for a longer consultation. She gives you the time of day. She explains things slowly and clearly and, if necessary, will re-explain until you have a clear understanding. Thank you, Olivia!”

“I found Ash very easy to understand…Whenever I put my ideas etc forward, he was able to deal with what I was saying and get back to where he left off. Very thorough operator who included both Marg and myself in the convo. Was a pleasure to deal with a person with such a laid-back nature and not only that, they know how to make a cup of coffee also. Well done Ash…10 out of 10.”