M Little
“Rob was extremely approachable and knowledgeable, and, as a result, I was able to learn a great deal. He provided me with excellent direction on where to go with my financial situation and I could not recommend Rob highly enough.”
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M Harris
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…
D & M Hock
Big compliments to Rob Goudie and Consortium Private Wealth. While setting up our own business, Robert’s elaborate and ubiquitous advice assisted us in structuring the purchase of the business and…
M Ervin
Ashley is very efficient and knowledgeable with a friendly approach in helping with parents aged care requirements.
Kay, 65+ years, Horsham, VIC
“I found Olivia extremely easy to understand and she has always explained very clearly how things worked or the best way to proceed. Olivia is a friendly, caring adviser who…
Paul, 46 – 55 years, Brunswick East, VIC
“We recently saw Ashley for some advice after we had to put my Mum into permanent care. She has dementia. In what is already and absolutely horrific time, my Dad…
A & L Niewand
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…