Dianne, 56 – 65 years, Bungalally, VIC

After losing faith with my previous financial adviser, a trusted friend recommended I meet with Robert Goudie from Consortium Private Wealth. With Robert’s practical advice and SMSF administration services I now have vastly improved the structure and management of my Self Managed Superannuation Fund. Robert’s direct investment advice and Consortium Private Wealth administration services have not only increased my control and understanding on how my money is invested, but also reduced my ongoing costs when compared to my previous products. I have received consistent ongoing service and have found that having consistent access to Robert and his competent client services team is very rewarding. I can highly recommend Robert and the team at Consortium Private Wealth to provide high quality investment advice and ongoing service. 

“I have been a client with Consortium Private Wealth for several years and would have no hesitation to recommend their services to anyone looking at retiring. We have dealt with Olivia and have found her to be both professional and always approachable. Advice is always explained so we can understand.”

“Rob was extremely approachable and knowledgeable, and, as a result, I was able to learn a great deal. He provided me with excellent direction on where to go with my financial situation and I could not recommend Rob highly enough.” 

“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 approached Rob to overview our financial position after moving to Horsham from interstate and never really having a good handle on where we would be if the worst happened. We found Rob and his team to be very friendly, helpful, and treated us with respect when our “financial intelligence” was lacking. Their attention to detail and common-sense approach to these matters was extremely comforting. I know that if we need to make a claim against any of our policies, that Rob and his team will be there to guide us along the way – hopefully removing some of the stress in those difficult times. Keep up the good work! 

“I found Olivia extremely easy to understand and she has always explained very clearly how things worked or the best way to proceed. Olivia is a friendly, caring adviser who always found time to respond or see me regarding my queries.”