Thank you, Consortium Private Wealth. Your professional, caring and helpful approach, knowledge of building wealth and ability to instil confidence is to be commended. Your finance needs to be managed and understood holistically and I believe CPW deserve a particular mention for ticking all those boxes.
In the time we have had Robert Goudie as our adviser we have always found him friendly and approachable. Robert is always ready to advise, yet there has never been any pressure to follow him. His methods have made for ease of administration of our super investments, even though we live some distance from Horsham. We feel we have full control of our funds with Robert always a willing listener and he has given us confidence to make decisions. Under Robert’s guidance we have seen our investments grow steadily at realistic and satisfactory rates, well above what we would have imagined had we gone it alone. Robert has helped us by giving us a strong understanding of the intricacies of the share market and the benefits of the service he provides.
“After my meeting with Rob I had great feeling knowing I had came to the right place. He tailored his advice to suit my situation and my knowledge perfectly, I would highly recommend Rob to anybody.”
“Ashley has a very positive communication style when dealing with clients. He is very personable and demonstrates real empathy when dealing with what are often stressful and complex issues. He demonstrates a broad range of skills and understandings across many areas and was most helpful to me with sorting out my aged care/taxation problems.”
“I was sceptical when my husband said we were going to drive for a couple of hours to see a financial adviser he found on the internet. What a pleasant surprise. Right from the moment we were greeted by Jess to meeting Rob and Amy. The service was second to none. Rob is extremely knowledgeable and very easy to communicate with. He took the time to listen to our story and respond with ideas that made us feel safe in our decisions. It was well worth the drive. We will definitely be back for more advice in the future. Thank you so much for being approachable and making us feel important.”
“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”
“Olivia gave me advice on my superannuation. She was very clear with the advice and helped me very much with ways to understand exactly what I’m doing and looking for. Also giving me many tools to learn about it all. I couldn’t recommend Olivia enough, she was great to work with!”