B Austin

The advice provided by Rob Goudie saved us from making a very dangerous financial decision and we will be forever grateful for his prudence and words of caution. Rob’s vision was for the long term whilst we were caught up in the excitement of making a very nearsighted and emotional decision, which would have left us in an extremely precarious financial position. Rob’s approach is ‘slow and steady’ but will see us reaching our financial goals within five years and will leave us in a much more secure position with less debt and a better work/life balance which is important for our family. Rob has consistently listened without judgement and offered solutions that are attainable. The targets that he has set for us have been realistic and the long-term outcome will be worth the small sacrifices along the way. We trust that Rob has our best interest and the interests of our sons at heart and that he has sought to protect us with our insurance policies and help us to provide for our hildren. 

Over a period of 15 years, Robert has managed and taken care of any of my financial concerns and given me clear explanations regarding my situation, always offering sound advice. Robert has gone beyond the ‘call of duty’ in many instances for me. His professionalism is outstanding, and I would not hesitate to recommend his services together with his team. If you are looking for trustworthy financial advice, then Robert Goudie at Consortium Private Wealth is the person to see. 

Big compliments to Rob Goudie and Consortium Private Wealth. While setting up our own business, Robert’s elaborate and ubiquitous advice assisted us in structuring the purchase of the business and business property in a way that minimised the levels of debt and risk taken while providing significant ongoing tax advantages. Robert coordinated and liaised directly and very effectively with the myriad of other financial professionals to ensure that the transaction was completed on time, which allowed us to focus on other important tasks. Robert’s profound understanding of the Self-Managed Superannuation Fund rules and regulations has provided us with the flexibility to utilise our superannuation assets to help achieve our business goals which will most certainly secure our financial future. The efficient staff at Consortium Private Wealth are to be commended for their constant follow-up to ensure that all elements of the complex strategies were pulled together. 

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 SMA investment structure allows me to own direct Australian and International shares allowing me to follow its progress in more detail while at the same time use your expertise as an investment advisor. 

Being clients of Robert Goudie’s for a number of years now, we have always found him and his staff’s professionalism and customer service to be of the highest standard. We first spoke to Robert in 2003 when we decided to retire from farming. After the very first visit we had great confidence in his planning skills and immediately had him draw up a financial plan which suited us. To this date we are extremely happy with the excellent service he provides. We have recommended Robert to many of our friends and have great confidence in recommending him to anybody in the future. 

I was finding it increasingly time consuming to manage our investment portfolio. By engaging Consortium Private Wealth administration and advice service’s it has now resulted in significant time savings, reduced administration, and increased transparency. Easy access via the web site ensures the ability to monitor the progress of our investments and maintain control over our finances without the worry of the day-to-day administration.