M Chennell

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.

Similar Posts

  • Chrissy, under 35 years, Stawell, VIC

    “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…

  • 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…

  • Jacqueline, 56 – 65 years, Richardson, ACT

    “Rob’s advice provided clarity through clearly demonstrating options, the session instilled financial confidence and peace of mind. He is knowledgeable and uses visual tools to make understanding financial options easier….

  • R & N Hetherton

    Overall, an excellent 5 years of performance as a trusted financial adviser. A 10 Star Rating 

  • Josh, under 35 years, Horsham, VIC

    “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…