P Hewitt

I have been a client of Robert Goudie since 1992. During this time the products and services have changed but continued to grow without the level of care and advice being sacrificed. I have recently become a user of the online program which allows me to monitor my investments in greater detail. I am sure that Robert and his staff will continue to guide me with financial decisions. 

“I have been very satisfied with your service and would be happy to recommend you to any of my friends.” 

“I found Olivia very easy to understand, I wasn’t sure what advice we needed when we first went to see her, but she steered us in the right direction about minimising debt, consolidation of our super funds, and also about an investment with some shares.”

I was finding it increasingly time consuming to manage our investment portfolio. By engaging Consortium Private Wealth administration and advice service’s it has now resulted in significant time savings, reduced administration, and increased transparency. Easy access via the web site ensures the ability to monitor the progress of our investments and maintain control over our finances without the worry of the day-to-day administration. 

I’ve always found Rob to be very knowledgeable and helpful. What I like best is that it doesn’t matter if you’re one of the richest people around, or a battler – he treats everyone equally. The same applies if you have a simple little question or need in depth advise. 

“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.”