Ashley provided us with very valuable and timely financial advice when our mother moved into an aged care facility as a permanent resident. The information has assisted us to ensure that Mum’s existing assets are protected and that she is receiving the maximum Centrelink benefits that she is eligible for.
“Olivia is great to talk to and is very understanding of my current situation. Due to this, she has been able to set my mind at ease and help me realise my future goals (both financial and otherwise) are still realistic and achievable. With Olivia’s help and knowledge, I have gained the confidence and independence that I had lost, but now I am ready to move forward. Thank you.”
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.
Consortium Private Wealth have been advising me on various financial issues over the last few years, both personally and within my business activities. Robert Goudie is dedicated to providing the very best service and advice in all aspects of the financial industry and has proven time and time again to go well beyond the expected level of service that one may receive elsewhere. Robert and his team have assisted and guided me in all aspects of my financial planning needs, making this process trouble free and in the end, I am extremely pleased with a very satisfying result. Consortium Private Wealth are to be commended for their Integrity, professionalism, dedication, excellent communication skills and attention to detail, making my life so much more comfortable. I have absolutely no hesitation in recommending the services of Robert Goudie and the team Consortium Private Wealth to potential clients for their common-sense financial planning advice.
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 conversant with Aged Care fees and expenses. We thank him for his reassurance of our mother’s position was the right fit for her now.”
“We have found Rob approachable, encouraging and knowledgeable. We enjoy working with him to achieve our goals. As well as specific advice to clients Rob keeps in touch regularly with general advice to his clients. Thanks to Rob and team!”