C Lowe

“We are very happy with Ash’s advice. Aged care is such a complex area and Ash has helped us enormously with detailed analysis. He has certainly helped with the transition of mum into aged care. We are most grateful for his help and advice.”

“We recently saw Ashley for some advice after we had to put my Mum into permanent care. She has dementia. In what is already and absolutely horrific time, my Dad had the added burden of needing to come up with $350,000 deposit. We spoke with Ashley about financial options with a combination of savings, part pension and superannuation, with payment options for the nursing home while still being able to live a decent lifestyle on what money was left over. Ashley was outstanding, his knowledge of the industry and the legislation was outstanding, his advice was, in depth and accurate, he gave options, and he made it very simple for us to understand. But above all, he was understanding and caring. I would recommend Ashley for anyone who has an aged care related financial situation. You will get the best advice from someone who is empathetic and understanding. Thanks so much Ashley.”

“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.”

“I have always found Rob to be responsive and honest, based on his knowledge. I have always been confident in the advice that he has given. He has also been prepared to follow up or to undertake some of the organisational detail, either personally or through the office.”

I am an auditor of and mentor to, financial planning businesses throughout Australia. To this extent I have provided consulting services to some 31 Australian Financial Services Licence Holders reviewing the activities of some 800 financial advisers. Occasionally I come into contact with a business whose method of operation deserves particular mention. Consortium Private Wealth in Horsham is one of those businesses. It is worth extracting a comment of mine from my most recent review report. “This is an excellent business, extremely well resourced with excellent support staff and an impressive presentation in the community.” Robert provides both holistic and targeted financial planning advice to suit the wide variety of the needs of his clients in order to help them to realise their personal and financial goals. I have no hesitation in recommending Robert to anyone who seeks guidance in financial matters. 

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 encourages learning and has an obvious passion for the share market. Rob has been a great support and resource to us. The advice we got was perfectly suited to us. As a young couple, he gave us advice which suited our plans, goals and stage of life. The rest of the staff at Consortium Private Wealth are friendly and are a pleasure to deal with. I am a big fan!