G & C Werner

On the suggestion from our accountant that we needed a financial health checkup, we were directed to Rob Goudie at Consortium Private Wealth. Rob took the time to listen to our family/business circumstance. He has been able to review & update our insurances/income protection. The whole team have been welcoming, friendly & accessible. We feel more at ease with the direction our finances are going and are very keen to be included in future investment/finance seminars. I think the best outcome is being able to deal with someone local who is easily contactable. All round, a really pleasant and easy experience! 

Similar Posts

  • Trong, under 35 years, Keysborough, VIC

    “Rob’s advice has made a profound difference not only to my financial confidence, but to my overall peace of mind. From the very beginning, he demonstrated a rare combination of…

  • Brad, 56 – 65 years, Jeparit, VIC

    “We were very impressed with the way Rob listened to our story, and then formulated an opinion on how we could move forward into retirement in our future years. In…

  • H Friend

    Ashley provided us with very valuable and timely financial advice when our mother moved into an aged care facility as a permanent resident. The information has assisted us to ensure…

  • J & G Freimanis

    Robert and his team at Consortium Private Wealth were a great find for us. When looking for advice on financial planning, we were immediately put at ease by Robert’s professional…