“Robert’s friendly nature and enthusiasm inspires us. He gives us confidence and the results of our investments are showing this positive trend. We are very happy to continue working with Robert.”
“Highly recommend Olivia (and Rob) at CPW. Olivia gave us tailored advice that we will reap the benefits of come tax time. Olivia and Rob gave us an outline of what our retirement earnings will look like and strategies to make this all happen. We will definitely use their services in the future!”
“Olivia has given me advice in areas including, self-managed super funds, on tax effective investments outside of super and reviewed my existing life insurance cover to see if it was cost effective and still suited my needs. Olivia was able to explain things to me in a clear way. Through Olivia’s knowledge and experience, I feel very confident that the advice given was right for my needs.
We were fortunate enough to be referred to Rob Goudie by our long-term accountants. We required specialist advice and urgent assistance to develop and implement a succession plan to restructure the family farming business. Recommendations were also needed to assist us in gaining aged care for a loved one in the family. Rob’s knowledge of the aged care industry, farming business and the Department of Veteran Affairs enabled a fair and speedy transition to aged care. Rob negotiated with a number of relevant parties on our behalf. His persistence and professionalism in dealing with often bureaucratic third parties ensured the best result. We’d have no hesitation in recommending Rob’s services.
“Without the dedicated help from Olivia and the Consortium team we wouldn’t be in the financial position we are now in. We wouldn’t hesitate to recommend both Olivia and the financial advisory team at Consortium Private Wealth.”
“Thank you, Ashley. Your professional, caring, and helpful approach, knowledge of building wealth and ability to instil confidence is to be commended. Your finance needs to be managed and understood holistically and I believe Ash deserves a particular mention for ticking all of those boxes.”