J Merrett

Robert has been our financial adviser since he began his business some years ago. He was extremely helpful when we retired from farming and when I introduced my mother to Robert she was also impressed with his friendly and professional manner. At one of the Wimmera Investment Club information sessions run by Robert, a guest speaker covered saving on nursing home fees using an example that matched that of my mother’s situation. As this was a rare case, Robert did a lot of research and met myself and my Mum on several occasions and explained the benefits of the new plan in a way we could understand. We believe that Robert’s efficiency is to be admired. 

Similar Posts

  • M Ervin

    Ashley is very efficient and knowledgeable with a friendly approach in helping with parents aged care requirements. 

  • N & V Mibus

    In the time we have had Robert Goudie as our adviser we have always found him friendly and approachable. Robert is always ready to advise, yet there has never been…

  • J & G Freimanis

    Robert and his team at Consortium Private Wealth were a great find for us. When looking for advice on financial planning, we were immediately put at ease by Robert’s professional…

  • Liam, under 35 years, Horsham, VIC

    “My partner and I met with Rob after hearing incredible reviews from friends who had met with him prior, from introductions to the end of the meeting Rob was incredibly…

  • Sean, 46 – 55 years, Everton Hills, QLD

    “Meeting with Rachael today was a comforting experience for my wife and I. Her approachable manner, attention to detail, and expertise in retirement planning immediately put us at ease. She…