“Olivia prepared a statement of advice for my wife and myself. Which included better options for superannuation, share investments and insurance. She explained it in such a way that made it easy to understand for us. She was very easy to get along with and very accommodating, i couldn’t recommend her re highly.”
“Ashley assisted our mother to settle into aged care. He was very professional with his advice and went above and beyond to assist Mum. We are very satisfied with Ashley and would have no hesitation in recommending him to others.”
“Ashley was very generous with his time and advice and his advice was very well explained and valuable.”
“Professional, calm, listened and was supportive of my personal decision making so far. I felt incredibly comfortable discussing sensitive info with Ash in my first consultation. Recommend.”
With the recent passing of my husband, it was hard to know where to turn for advice. Ashley has given me advice in areas including superannuation, investment, and government assistance. Ashley was adeptly able to explain things to me in a clear way. Through Ashley’s knowledge and experience, I feel very confident that the advice given was right for my needs. Leaving my problems to the professionals is the best. Customer service was excellent too!
“Robert Goudie has been of incredible assistance to me since connecting with him before I retired and then his professionalism, honesty and integrity since cannot be questioned. I now live in another a state and he is always updating me personally (phone or email ) as to trends and general advice re my investments. Highly recommend him.”
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.