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

  • Peter, 65+ years, Strathmore, VIC

    “Ashley has a very positive communication style when dealing with clients. He is very personable and demonstrates real empathy when dealing with what are often stressful and complex issues. He…

  • Pamela, 65+ years, Horsham, VIC

    “Ashley is always available to answer questions and to offer suggestions. Paperwork was always prepared thoroughly and professionally presented. I have been very pleased with the services provided and Ashley…

  • Kerrie, 56 – 65 years, Brimpaen, VIC

    “I met with Olivia to discuss my financial advice needs. Olivia was generous with her time and knowledge. She communicated complicated concepts in a clear and straightforward manner and her…

  • 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…