Head and heart financial planning and wealth management

Why we do what we do

We’re a diverse team of professionals with a wealth of life experiences, brought together by wanting to make a difference in people’s lives.

It’s not just about crunching the numbers, although, as money geeks, we enjoy that side.

Our shared purpose is to give you confidence so you can live a fulfilling life unburdened by money worries.

And we’re privileged to do that in this gorgeous part of Australia. We love giving back and doing our part for the Wimmera region community.

Meet our team

Robert Goudie

Financial Advisor, Founder
CFP®, SMSF Specialist™, Grad Dip FP

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Ashley Rowan

Financial Advisor
Grad Dip FP, FChFP

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Rachael Todman

Financial Advisor
Grad Dip FP

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Amy Lehmann

Financial Advisor
BBus(FinPlan), BBus(Acc)

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Janelle Payne

Compliance Admin Officer

Alison Rasmussen

Portfolio Administration Manager

Iya Abdon

Portfolio Administration Assistant

Laura Anders

Receptionist

Jessica Warrick

Client Relations Officer

Will Goudie

Client Relations Officer

Ella Todman

Client Relations Officer

Alena Alday

Administration Officer

Alec

Alec Agar

Client Relations Officer

Jenna Alday

Administration Officer

Alec Agar

Client Relations Officer

Analiza Lagrosa

Marketing Manager

Kyla Mendoza

Administration Officer

Clarity
Direction
Reassurance

What to expect

  • We’ve been around a long time and we’re here for the long haul.

    Consortium Private Wealth’s history dates back to 1998. We’re proud to have been a beacon of financial stability in the Wimmera Region with an unparalleled commitment to our clients (some of who have been with us from the start).

    We build long-lasting relationships with our clients, cheering them on as they achieve their goals, and providing a steady hand during bumpy times.
  • We keep it simple but get results.

    We untangle complexity, focus on what’s important to you, and deliver results that matter. We explain everything in plain english, so you’ll understand the why, what and how of your financial decisions. No fluff. No jargon.
  • We listen.

    Our clients trust us with their hard-earned money, and we don’t take that lightly. That’s why we take the time to ask a lot of questions and to listen. We want to know what keeps you awake at night and what you want to achieve in life.
  • We’re here for you.

    Your confidence in your financial decisions is our top priority. So, whether it’s a big concern or just a quick question, remember we’re just a call away. Always.
  • We’re flexible with technology.

    We embrace flexibility in our communication methods to suit you. Whether you prefer virtual meetings or you appreciate receiving correspondence in the post, we’ve got you covered.
  • We don’t overcomplicate things.

    We’re here to make sure your money works in your actual day-to-day life.
  • We’re not the right fit if you’re looking for get-rich-quick schemes.

    We focus on steady, long-term wealth growth, instead of pursuing fleeting and uncertain profits.
  • Set-and-forget is not our style.

    We’re committed for the long run, continuously guiding you as life unfolds.