Rob, 56 – 65 years

Rob Goudie, put very simply, makes understanding your finances easy. We are still in control of our funds, but the red tape and the financial lingo is smoothed over for us by Consortium Private Wealth. Rob and his team are ultimate professionals who are amazing to deal with and we could not wish to find better service anywhere. It is so nice to feel we are on track and focused and more in control of our money than ever before. It is easy to write a testimonial for a team that we have true and honest feelings for, that are professional and helpful and willing to go that extra mile. 

I am an auditor of and mentor to, financial planning businesses throughout Australia. To this extent I have provided consulting services to some 31 Australian Financial Services Licence Holders reviewing the activities of some 800 financial advisers. Occasionally I come into contact with a business whose method of operation deserves particular mention. Consortium Private Wealth in Horsham is one of those businesses. It is worth extracting a comment of mine from my most recent review report. “This is an excellent business, extremely well resourced with excellent support staff and an impressive presentation in the community.” Robert provides both holistic and targeted financial planning advice to suit the wide variety of the needs of his clients in order to help them to realise their personal and financial goals. I have no hesitation in recommending Robert to anyone who seeks guidance in financial matters. 

“We were very impressed with the way Rob listened to our story, and then formulated an opinion on how we could move forward into retirement in our future years. In just one hour, we were made to feel very comfortable that he had a grasp of our position, and offered some really helpful and important ideas on how we could go about it. We will certainly follow up with Rob on these ideas to get the best outcome for us and our children. Thanks Rob.”

Ashley provided us with very valuable and timely financial advice when our mother moved into an aged care facility as a permanent resident. The information has assisted us to ensure that Mum’s existing assets are protected and that she is receiving the maximum Centrelink benefits that she is eligible for. 

“Ashley helped me to work through the maze of funding life in the aged care facility and the best strategies to put in place without eroding any savings my Dad had accumulated”

“Ashley was very conversant with Aged Care fees and expenses. We thank him for his reassurance of our mother’s position was the right fit for her now.”