F & S Henty-Anderson

“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.”

I was finding it increasingly time consuming to manage our investment portfolio. By engaging Consortium Private Wealth administration and advice service’s it has now resulted in significant time savings, reduced administration, and increased transparency. Easy access via the web site ensures the ability to monitor the progress of our investments and maintain control over our finances without the worry of the day-to-day administration. 

“Ashley was very generous with his time and advice and his advice was very well explained and valuable.”

“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.” 

“Approaching retirement age, I felt it was important to obtain professional advice regarding my financial situation, particularly in relation to income tax and the opportunities available to me through superannuation. I had used Ashley at Consortium Private Wealth previously and was very impressed by the advice he had provided during my mother’s transition to aged care. I met with Rob and Olivia who were great, taking the time to understand my personal situation and my financial objectives moving forward. They offered me excellent advice during our initial meeting and have followed through as promised with further advice on capital gains tax specific to my situation. Following these discussions, I feel confident in my financial security moving forward and will not hesitate to contact them for further advice in the future. A very professional business and experience – thank you and well done.

Big compliments to Rob Goudie and Consortium Private Wealth. While setting up our own business, Robert’s elaborate and ubiquitous advice assisted us in structuring the purchase of the business and business property in a way that minimised the levels of debt and risk taken while providing significant ongoing tax advantages. Robert coordinated and liaised directly and very effectively with the myriad of other financial professionals to ensure that the transaction was completed on time, which allowed us to focus on other important tasks. Robert’s profound understanding of the Self-Managed Superannuation Fund rules and regulations has provided us with the flexibility to utilise our superannuation assets to help achieve our business goals which will most certainly secure our financial future. The efficient staff at Consortium Private Wealth are to be commended for their constant follow-up to ensure that all elements of the complex strategies were pulled together.