D & A Wilson

We have nothing but praise for Rob and the team at Consortium Private Wealth, their efficient, professional service is very impressive and have certainly had no hesitation in recommending other family members to seek their advice and guidance. 

The important thing for us was to find some flexibility which allowed us to secure our lifestyles appropriately whilst not being too damaging to our weekly financial allowances. After working closely with Ashley, the suitable services were found. The process which Consortium Private Wealth developed to work with us allowed us to feel comfortable and confident throughout. We were continuously communicated with and provided with a number of options which allowed us to achieve a very satisfactory outcome. We continue to be impressed with the professionalism of the Consortium Private Wealth team and we look forward to continuing our relationship and are comfortable in recommending others to also turn to Consortium Private Wealth for their financial solutions. 

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.

“Olivia was very informative and professional in supporting me on my wealth journey. Olivia was able to explain information clearly and made sure I understood throughout our discussions. Olivia displayed her confidence, skills, knowledge, and passion within her work, and she was very supportive. Olivia provided a summary of our discussion and provided options that best suit my situation. I would recommend Olivia to others.”

After a lifestyle change of direction several years ago, we found our family looking around for financial advice on succession restructure of the family business and private investments. We interviewed several financial advisers and while they were informative, we were all greatly impressed by Robert’s enthusiasm and professionalism in striving for the right outcome for us. Robert’s professional approach, knowledge, down to earth language, and contacts form a solid base and is echoed by his friendly staff in the Horsham office and was a great comfort at this time for our family. We have no hesitation to recommend others to contact and talk to Robert as he and his staff are only a phone call away and are always courteous, helpful, friendly, and approachable. 

“Ash was very down to earth and friendly, he had excellent listening skills and gave professional informative advice. At no stage did myself and husband feel we were wasting his time even though we have very little money to play with. His suggestions were firm but made us feel much more optimistic than when we went in. Ash has life skills that made us feel he understood. I would recommend anyone with financial, Centrelink, retirement concerns to see Ash. We should have done this years ago.”