Jonathon, under 35 years, Byaduk North, VIC
“Rachael was fantastic in giving salary sacrifice advice. This allowed me to consider strong financial options in relation to being a ‘first home buyer’ and a pathway to creating a deposit for a house.”
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R Johnson
Robert Goudie has consistently provided my husband and I with sound, realistic and effective financial advice. He has allowed us to take better control of our finances, to ensure that our young family is well protected, and to begin to invest for our futures. We couldn’t recommend him more highly as a financial adviser.
Michael, 65+ years, Croydon Park, SA
“Robert Goudie has been of incredible assistance to me since connecting with him before I retired and then his professionalism, honesty and integrity since cannot be questioned. I now live in another a state and he is always updating me personally (phone or email ) as to trends and general advice re my investments. Highly recommend him.”
Brad, 56 – 65 years, Jeparit, VIC
“We were very impressed with the way Rob listened to our story, and then formulated an opinion on how we could move forward into retirement in our future years. In just one hour, we were made to feel very comfortable that he had a grasp of our position, and offered some really helpful and important ideas on how we could go about it. We will certainly follow up with Rob on these ideas to get the best outcome for us and our children. Thanks Rob.”
Dianne, 65+ years, Horsham, VIC
“Without the dedicated help from Olivia and the Consortium team we wouldn’t be in the financial position we are now in. We wouldn’t hesitate to recommend both Olivia and the financial advisory team at Consortium Private Wealth.”
L Rigby
“I would like to thank Consortium Private Wealth. The team helped me at a very difficult time, giving me financial advice and explaining everything in full so I could understand my options. The staff are very friendly and helpful. Nothing is a problem. Highly recommend.”
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.