“Robert Goudie has been of incredible assistance to me since connecting with him before I retired and then his professionalism, honesty and integrity since cannot be questioned. I now live in another a state and he is always updating me personally (phone or email ) as to trends and general advice re my investments. Highly recommend him.”
“We are very happy with Ash’s advice. Aged care is such a complex area and Ash has helped us enormously with detailed analysis. He has certainly helped with the transition of mum into aged care. We are most grateful for his help and advice.”
“I found Ash very easy to understand…Whenever I put my ideas etc forward, he was able to deal with what I was saying and get back to where he left off. Very thorough operator who included both Marg and myself in the convo. Was a pleasure to deal with a person with such a laid-back nature and not only that, they know how to make a cup of coffee also. Well done Ash…10 out of 10.”
On our retirement a decision was made to change direction as regards to who we would use to steer us financially through our remaining years in retirement. We asked our accountant to recommend to us a local leading financial adviser who we could trust and comfortably work with. This led to our present association with Robert Goudie. Robert set about re-designing our Self-Managed Super Fund and finances etc, which brought immediate benefits to us. The fact that he is always available, if needed, and that there is a regular three-monthly update of our situation is appreciated. He makes every effort to explain fully what he is doing and to discuss with us any changes that may need to be made to be of benefit to us. We would have no hesitation in recommending Robert Goudie to anybody who might be looking for a very dedicated, professional financial adviser.
“Olivia has given my husband and I advise in relation to a super fund that will shortly cease and the different options available to us for the money accrued. She explained these very clearly and ensured that we understood the future implications for each option. She also gave adequate time for any questions we might’ve had and reinforced the main points. We feel very confident in her advice in relation to our needs and will happily recommend her to others.”
Robert Goudie has consistently provided my husband and I with sound, realistic and effective financial advice. He has allowed us to take better control of our finances, to ensure that our young family is well protected, and to begin to invest for our futures. We couldn’t recommend him more highly as a financial adviser.
“Approaching retirement age, I felt it was important to obtain professional advice regarding my financial situation, particularly in relation to income tax and the opportunities available to me through superannuation. I had used Ashley at Consortium Private Wealth previously and was very impressed by the advice he had provided during my mother’s transition to aged care. I met with Rob and Olivia who were great, taking the time to understand my personal situation and my financial objectives moving forward. They offered me excellent advice during our initial meeting and have followed through as promised with further advice on capital gains tax specific to my situation. Following these discussions, I feel confident in my financial security moving forward and will not hesitate to contact them for further advice in the future. A very professional business and experience – thank you and well done.