Michelle, 56 – 65 years, Horsham, VIC

Robert Goudie has been our adviser for seventeen years, so we have no hesitation in recommending his financial services. We have high confidence with Robert and his staff as they are honest, pleasant and have good integrity. Nothing seems to bother them. It is a pleasure to talk with Robert as he talks in a financial language we can understand. 

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. 

“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.”

“Ash was very down to earth and friendly, he had excellent listening skills and gave professional informative advice. At no stage did myself and husband feel we were wasting his time even though we have very little money to play with. His suggestions were firm but made us feel much more optimistic than when we went in. Ash has life skills that made us feel he understood. I would recommend anyone with financial, Centrelink, retirement concerns to see Ash. We should have done this years ago.”

“Without the dedicated help from Olivia and the Consortium team we wouldn’t be in the financial position we are now in. We wouldn’t hesitate to recommend both Olivia and the financial advisory team at Consortium Private Wealth.”

“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.”