C & C Barnett

My wife Fiona and I have been clients of Rob Goudie for just over 12 months. We have found his advice has been common sense, his understanding of our needs is comprehensive and his attitude both friendly and professional. We have a young family and our confidence in Rob has meant we have peace of mind about our financial affairs. Rob is a realist, he knows he won’t get everything right all the time, but the principles that are laid out at the beginning mean we know we are on the same wavelength. This means we get to spend more time on the trampoline with the kids than trying to make sense of the ever changing domestic and global investment environment. 

After being captivated by the initial euphoria of the financial benefits of participating in a SMSF, my aspirations were soon shattered by a complete lack of financial expertise as well as non-disclosure of performance by my former provider. However, l then met Robert Goudie who transferred my SMSF to Consortium Private Wealth administration and advice where, together with the assistance of his competent staff, immediately proceeded to rectify the financial disaster they inherited and once again revived my financial dreams. They provided full transparent disclosure of the funds’ performance together with any associated financial advice required for a carefree retired lifestyle. 

A number of years ago, a friend of mine in the Wimmera strongly recommended that I contact a Robert Goudie in Horsham to discuss my retirement plans as I had mentioned that I was thinking of retiring in the next 8 to 10 years. At the time I was employed as Public Servant in Melbourne and made contact with Rob, an appointment was arranged, and it has now turned out to be the best I have ever made. My financial skills had been very limited and after a couple of visits Rob had me on a plan that was very easy to understand and was always available to discuss any issues, I had with my Statement of Advice that he had written for me. When in Melbourne he would always ring and give me the opportunity to meet with him to discuss my financial plans. I have found the whole team at Consortium Private Wealth very approachable and friendly, and I firmly recommend the professionalism shown by Rob and all his staff. I have now retired and living in Perth (W.A.) and I am still proud to say that I am a clint.

“Rachel was extremely helpful in educating me in share trading and investing. Rachel explained things clearly, and kept in constant and fast communication over email and the phone to reassure I was clear with the process involved. I feel confident in making the right investment decisions for my future based on Rachel’s advice and would highly recommend her to anyone with an interest in investing.”

In the time we have had Robert Goudie as our adviser we have always found him friendly and approachable. Robert is always ready to advise, yet there has never been any pressure to follow him. His methods have made for ease of administration of our super investments, even though we live some distance from Horsham. We feel we have full control of our funds with Robert always a willing listener and he has given us confidence to make decisions. Under Robert’s guidance we have seen our investments grow steadily at realistic and satisfactory rates, well above what we would have imagined had we gone it alone. Robert has helped us by giving us a strong understanding of the intricacies of the share market and the benefits of the service he provides. 

“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. Pick the low hanging fruit). We only see Rob as the need arises but appreciate Rob and the team weekly through their short YouTube videos that simply summarise often complex topics.”