Paul, 46 – 55 years, Brunswick East, VIC

“We recently saw Ashley for some advice after we had to put my Mum into permanent care. She has dementia. In what is already and absolutely horrific time, my Dad had the added burden of needing to come up with $350,000 deposit. We spoke with Ashley about financial options with a combination of savings, part pension and superannuation, with payment options for the nursing home while still being able to live a decent lifestyle on what money was left over. Ashley was outstanding, his knowledge of the industry and the legislation was outstanding, his advice was, in depth and accurate, he gave options, and he made it very simple for us to understand. But above all, he was understanding and caring. I would recommend Ashley for anyone who has an aged care related financial situation. You will get the best advice from someone who is empathetic and understanding. Thanks so much Ashley.”

Leigh, 65+ years, McKenzie Creek, VIC

“Ashley was able to give me advice on how selling my business would affect moving onto a full pension and how it would affect the pension bonus scheme my wife and myself are on along with other related matters. Ashley was able to explain things in a clear way and I am confident the advice given was right for my needs. I received his full care and attention.”

Wendy, 46 – 55 years

“I have never had any complaints with the service that Robert Goudie and his team give. There has always been a genuine care and consideration given to my family’s financial future. To me Robert Goudie is my financial guardian angel. Not to mention the relief many years ago when all that share market mail stopped piling up on my kitchen table. Thankyou.”

Helen, 56 – 65 years, Horsham, VIC

“Approaching retirement age, I felt it was important to obtain professional advice regarding my financial situation, particularly in relation to income tax and the opportunities available to me through superannuation. I had used Ashley at Consortium Private Wealth previously and was very impressed by the advice he had provided during my mother’s transition to aged care. I met with Rob and Olivia who were great, taking the time to understand my personal situation and my financial objectives moving forward. They offered me excellent advice during our initial meeting and have followed through as promised with further advice on capital gains tax specific to my situation. Following these discussions, I feel confident in my financial security moving forward and will not hesitate to contact them for further advice in the future. A very professional business and experience – thank you and well done.

Ted, 65+ years, Kaniva, VIC

“Being clients of Robert Goudie’s for well over 10 years now, we have always found him and his staffs professionalism and customer service to be of the highest standard. We first spoke to Robert when we decided to retire from farming. After the very first visit we had great confidence in his planning skills and immediately had him draw up a financial plan which suited us. To this date we are extremely happy with the excellent service he provides. We have recommended Robert too many of our friends and have great confidence in recommending him to anybody in the future.”

End of content

End of content