My desire to lower the fees of an investment asset and to reduce my ongoing tax costs has been met by the use of your Separately Managed Account (SMA). Your SMA investment structure allows me to own direct Australian and International shares allowing me to follow its progress in more detail while at the same time use your expertise as an investment advisor.
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.
“As a newcomer to investing, Rachael was extremely patient and understanding. I asked her a lot of questions over the phone and by email. Throughout the whole process she always explained the concepts very clearly and demonstrated a deep knowledge of investing. I highly recommend Rachael to any type of investor wishing to reach their financial goals.”
“After the royal commission into banking finished, my Bank no longer provided face to face advise in super investments. Good and trustworthy friends recommended Robert Goudie for financial advice. I found Robert and Rachael friendly, efficient, easy to talk to, and very understanding of my situation. Robert is well worthy of the trust my friends have in him. He dealt with my request in an honest and professional way. At the end of my appointment, I felt relieved and very pleased with how it went. Many thanks Robert.”
“Olivia was very informative and professional in supporting me on my wealth journey. Olivia was able to explain information clearly and made sure I understood throughout our discussions. Olivia displayed her confidence, skills, knowledge, and passion within her work, and she was very supportive. Olivia provided a summary of our discussion and provided options that best suit my situation. I would recommend Olivia to others.”
“Professional, calm, listened and was supportive of my personal decision making so far. I felt incredibly comfortable discussing sensitive info with Ash in my first consultation. Recommend.”