B & K Warren

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 client’s queries and concerns. Robert has worked with our accountant to give advice regarding the set up our Self Managed Super Fund and designed a portfolio which best suits our needs. Robert’s advice has given us tax advantages, investment flexibility and more control than we might otherwise have had. We have dealt with Robert for the last 15 years and have no hesitation in recommending his financial services. 

As clients of Robert Goudie we have no hesitation in recommending his financial services. We find Robert is always available, honest, friendly and very professional when dealing with our family’s financial needs. He is patient and prepared to listen to our queries and concerns, his staff are also very efficient, courteous and prompt. Robert has worked with us to design a portfolio within our Self Managed Super Fund giving us tax advantages, investment flexibility and an ongoing income into retirement. We have been clients of Roberts for many years and feel confident in associating our business with him. 

“As a newcomer to investing, Rachael was extremely patient and understanding. I asked her a lot of questions over the phone and by email. Throughout the whole process she always explained the concepts very clearly and demonstrated a deep knowledge of investing. I highly recommend Rachael to any type of investor wishing to reach their financial goals.”

Rob Goudie is an excellent financial advisor, and I can say that with authority from having employed many other financial advisor services and I found them all completely lacking. Nothing was specific, they took your fees but gave no service, and were hard to contact and difficult to understand. Rob Goudie and the whole Consortium Private Wealth team are nothing but professional, helpful and there is never any issue with any question I have. I finally feel in control to help us make money for the future, with a privatised service that caters specifically for us. I feel we are continually moving and changing our portfolio to suit the markets- and this keeps us feeling in touch and in control of what’s happening. The stress and the feeling of being unsure are gone, and the feeling of being in control of my financial destiny- thanks to this excellent team, is here to stay! I would highly recommend them to anyone- thanks Rob. 

“Ashley was able to clearly explain the financial implications associated with Permanent Residential Care, for my brother in the West Wimmera Health Service’s Rainbow Hostel and suggest the best options currently available. I also appreciate the fact that he sent an email on our behalf to the Financial Administrator for the West Wimmera Health Service advising her of the discussions we had and the rationale behind not completing the Income and Asset Assessment Forms for Centrelink.”

Robert was recommended to us by our accountants when we were seeking a financial adviser. We have been entirely satisfied with the advice and planning he has done for us, and we have appreciated his genuine desire to do what is best for our future. It is always a pleasure to have a chat with Rob as he talks in a financial language we understand. The staff at Consortium Private Wealth add to a friendly and happy environment. We would sincerely recommend Rob & Consortium Private Wealth to anyone who needs financial planning and advice.