Ashley, 56 – 65 years, Carnegie, VIC
“Ashley was not only affable, courteous, and attentive, but also highly professional and knowledgeable. He demonstrated a sincere concern us as his clients, never attempting to push any self-serving products…
“Ashley was not only affable, courteous, and attentive, but also highly professional and knowledgeable. He demonstrated a sincere concern us as his clients, never attempting to push any self-serving products…
“Thank you, Ashley, for your time and patience in explaining the financial side of the Aged Care system to mum and I. Your knowledge and understanding of the whole complex…
“Ashley has a very positive communication style when dealing with clients. He is very personable and demonstrates real empathy when dealing with what are often stressful and complex issues. He…
“Ashley was very generous with his time and advice and his advice was very well explained and valuable.”
“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…
“Rob’s first-rate advice and service has assisted us greatly with the planning, setup and management of our finances for retirement. Highly recommended.”
“I have never had any complaints with the service that Robert Goudie and his team give. There has always been a genuine care and consideration given to my family’s financial…
“We have found Rob approachable, encouraging and knowledgeable. We enjoy working with him to achieve our goals. As well as specific advice to clients Rob keeps in touch regularly with…
“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…
“Highly recommend Rob; has a great understanding of investments, options available and different tax structures. Thanks”
“Approaching retirement age, I felt it was important to obtain professional advice regarding my financial situation, particularly in relation to income tax and the opportunities available to me through superannuation….
“Being clients of Robert Goudie’s for well over 10 years now, we have always found him and his staffs professionalism and customer service to be of the highest standard. We…
“Robert’s friendly nature and enthusiasm inspires us. He gives us confidence and the results of our investments are showing this positive trend. We are very happy to continue working with…
“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.”
“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…
“After my meeting with Rob I had great feeling knowing I had came to the right place. He tailored his advice to suit my situation and my knowledge perfectly, I…
“We have been dealing with Rob and CPW for more than 10 years. Rob has always been respectful of our needs and provides advice that makes sense to us (E.g….
“I was sceptical when my husband said we were going to drive for a couple of hours to see a financial adviser he found on the internet. What a pleasant…
“This was the first time we had seen a financial adviser, and we were not disappointed! Rob was in tune with our situation and gave us advice we will definitely…
“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…
“Rob and Amy were excellent to deal with. They provided sound advice in a form that was both informative and very easy to understand.”
As clients of Consortium Private Wealth, we find Robert to be very honest and professional when dealing with our finances. He is always accessible and prepared to listen to the…
I was finding it increasingly time consuming to manage our investment portfolio. By engaging Consortium Private Wealth administration and advice services it has now resulted in significant time savings, reduced…
My desire to lower the fees of an investment asset and to reduce my ongoing tax costs has been met by the use of your Separately Managed Account (SMA). Your…
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