T Welsh

“Ash was very down to earth and friendly, he had excellent listening skills and gave professional informative advice. At no stage did myself and husband feel we were wasting his time even though we have very little money to play with. His suggestions were firm but made us feel much more optimistic than when we went in. Ash has life skills that made us feel he understood. I would recommend anyone with financial, Centrelink, retirement concerns to see Ash. We should have done this years ago.”

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. 

“Despite being first timers to a financial planning service, Rachael was able to patiently explain how different strategies worked and then tailor a plan specifically to suit our requirements. This was done in an informative and no pressure manner, with Rachael at all times answering our concerns and newbie questions with prompt, friendly and non-condescending knowledge. I feel very confident going forward, that with Rachael’s strategy our financial future is in a safe and prosperous state. Three cheers.”

“I have always found Rob to be responsive and honest, based on his knowledge. I have always been confident in the advice that he has given. He has also been prepared to follow up or to undertake some of the organisational detail, either personally or through the office.”

Ash was very down to earth and friendly, he had excellent listening skills and gave professional, informative advice. Ash has life skills that made us feel he understood. We should have done this years ago. 

“After the royal commission into banking finished, my Bank no longer provided face to face advise in super investments. Good and trustworthy friends recommended Robert Goudie for financial advice. I found Robert and Rachael friendly, efficient, easy to talk to, and very understanding of my situation. Robert is well worthy of the trust my friends have in him. He dealt with my request in an honest and professional way. At the end of my appointment, I felt relieved and very pleased with how it went. Many thanks Robert.”