Robert Goudie has been our adviser for seventeen years, so we have no hesitation in recommending his financial services. We have high confidence with Robert and his staff as they are honest, pleasant and have good integrity. Nothing seems to bother them. It is a pleasure to talk with Robert as he talks in a financial language we can understand.
“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 take forward. We felt comfortable to ask any question, and we feel confident moving forward that we are in a good financial position. We would definitely recommend Rob and his team to anyone and will use his services in the future.”
After a lifestyle change of direction several years ago, we found our family looking around for financial advice on succession restructure of the family business and private investments. We interviewed several financial advisers and while they were informative, we were all greatly impressed by Robert’s enthusiasm and professionalism in striving for the right outcome for us. Robert’s professional approach, knowledge, down to earth language, and contacts form a solid base and is echoed by his friendly staff in the Horsham office and was a great comfort at this time for our family. We have no hesitation to recommend others to contact and talk to Robert as he and his staff are only a phone call away and are always courteous, helpful, friendly, and approachable.
“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. I had used Ashley at Consortium Private Wealth previously and was very impressed by the advice he had provided during my mother’s transition to aged care. I met with Rob and Olivia who were great, taking the time to understand my personal situation and my financial objectives moving forward. They offered me excellent advice during our initial meeting and have followed through as promised with further advice on capital gains tax specific to my situation. Following these discussions, I feel confident in my financial security moving forward and will not hesitate to contact them for further advice in the future. A very professional business and experience – thank you and well done.
“Olivia prepared a statement of advice for my wife and myself. Which included better options for superannuation, share investments and insurance. She explained it in such a way that made it easy to understand for us. She was very easy to get along with and very accommodating, i couldn’t recommend her re highly.”
“Olivia has given my husband and I advise in relation to a super fund that will shortly cease and the different options available to us for the money accrued. She explained these very clearly and ensured that we understood the future implications for each option. She also gave adequate time for any questions we might’ve had and reinforced the main points. We feel very confident in her advice in relation to our needs and will happily recommend her to others.”
“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.”