I have been a client of Robert Goudie since 1992. During this time the products and services have changed but continued to grow without the level of care and advice being sacrificed. I have recently become a user of the online program which allows me to monitor my investments in greater detail. I am sure that Robert and his staff will continue to guide me with financial decisions.
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 manner, degree of understanding of our needs and his helpful advice on how best to achieve our goals. Robert took the time to fully understand our position and continues to give us valuable advice and insight into the best way to achieve our goals. We would happily recommend Robert and the Consortium Private Wealth team in Horsham to anyone looking for personalised financial advice.
With the recent passing of my husband, it was hard to know where to turn for advice. Ashley has given me advice in areas including superannuation, investment, and government assistance. Ashley was adeptly able to explain things to me in a clear way. Through Ashley’s knowledge and experience, I feel very confident that the advice given was right for my needs. Leaving my problems to the professionals is the best. Customer service was excellent too!
“Rob has an extensive knowledge on numerous different areas in regard to all financial situations. I really appreciated having someone so approachable and non-judgmental about my finances. Being young, I never really knew much and just being able to bounce ideas off a professional has been very appreciated.”
Ashley assisted our mother to settle into aged care. He was very professional with his advice and went above and beyond to assist Mum. We are very satisfied with Ashley and would have no hesitation in recommending him to others.
“Highly recommend Olivia (and Rob) at CPW. Olivia gave us tailored advice that we will reap the benefits of come tax time. Olivia and Rob gave us an outline of what our retirement earnings will look like and strategies to make this all happen. We will definitely use their services in the future!”
“Highly recommend Rob; has a great understanding of investments, options available and different tax structures. Thanks”