W McInnes

“Robert Goudie is very pleasant and easy to understand. Without his advice we would not be in the sound financial position we are in today.”

I would like to congratulate you on winning the Services-Professional category at the 2014 Wimmera Business Awards held at the Wimmera Events Centre. This award is a testament to the hard work by you and your team in providing people of Horsham and indeed the region with not only specialist financial planning but also excellent customer service. I am aware, from personal experience, that the team at Consortium Private Wealth are passionate about their business and confident and professional in their friendly approach to clients. 

“I found Ash very easy to understand…Whenever I put my ideas etc forward, he was able to deal with what I was saying and get back to where he left off. Very thorough operator who included both Marg and myself in the convo. Was a pleasure to deal with a person with such a laid-back nature and not only that, they know how to make a cup of coffee also. Well done Ash…10 out of 10.”

“As a newcomer to investing, Rachael was extremely patient and understanding. I asked her a lot of questions over the phone and by email. Throughout the whole process she always explained the concepts very clearly and demonstrated a deep knowledge of investing. I highly recommend Rachael to any type of investor wishing to reach their financial goals.”

“Olivia was very informative and professional in supporting me on my wealth journey. Olivia was able to explain information clearly and made sure I understood throughout our discussions. Olivia displayed her confidence, skills, knowledge, and passion within her work, and she was very supportive. Olivia provided a summary of our discussion and provided options that best suit my situation. I would recommend Olivia to others.”

“Rob has an extensive knowledge on numerous different areas in regard to all financial situations. I really appreciated having someone so approachable and non-judgmental about my finances. Being young, I never really knew much and just being able to bounce ideas off a professional has been very appreciated.”