Wendy, 46 – 55 years, Edenhope, VIC
“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”
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Dorothy, 56 – 65 years, Illawarra, VIC
“I felt unsure about many aspects of financial planning. My time with Olivia alleviated my concerns and gave me a structure to follow. This was comforting. Olivia was warm, thoughtful and listened well. I have recommended Olivia to friends for financial guidance. Thank you.”
T Berry
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.
N & J Hiscock
On our retirement a decision was made to change direction as regards to who we would use to steer us financially through our remaining years in retirement. We asked our accountant to recommend to us a local leading financial adviser who we could trust and comfortably work with. This led to our present association with Robert Goudie. Robert set about re-designing our Self-Managed Super Fund and finances etc, which brought immediate benefits to us. The fact that he is always available, if needed, and that there is a regular three-monthly update of our situation is appreciated. He makes every effort to explain fully what he is doing and to discuss with us any changes that may need to be made to be of benefit to us. We would have no hesitation in recommending Robert Goudie to anybody who might be looking for a very dedicated, professional financial adviser.
Rob, 56 – 65 years
“Rob’s first-rate advice and service has assisted us greatly with the planning, setup and management of our finances for retirement. Highly recommended.”
Michael, 65+ years, Croydon Park, SA
“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.”
Jonathon, under 35 years, Byaduk North, VIC
“Rachael was fantastic in giving salary sacrifice advice. This allowed me to consider strong financial options in relation to being a ‘first home buyer’ and a pathway to creating a deposit for a house.”