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.
“Rob’s advice has made a profound difference not only to my financial confidence, but to my overall peace of mind. From the very beginning, he demonstrated a rare combination of…
We were fortunate enough to be referred to Rob Goudie by our long-term accountants. We required specialist advice and urgent assistance to develop and implement a succession plan to restructure…
We have found Robert to be a genuine and honest adviser who uses a careful approach to handling our retirement superannuation. He is friendly and approachable, and his manner instils…
“Being clients of Robert Goudie’s for well over 10 years now, we have always found him and his staffs professionalism and customer service to be of the highest standard. We…
“I first discovered Rob Goudie through TikTok, where he consistently shares clear, practical, and insightful financial advice. After connecting with him for a personal consultation, I was genuinely impressed by…
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…