B & R Johnson

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. 

Similar Posts

  • P & M Smith

    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…

  • 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…

  • B & H Reid

    Having been to a number of financial planners in the area, looking for one which suited us, we met Rob Goudie. A few things really stood out about Rob. Rob…

  • G Reading

    I found Ashley to be an effective communicator and very understanding of my needs. 

  • M Ervin

    Ashley is very efficient and knowledgeable with a friendly approach in helping with parents aged care requirements.