Neil, 65+ years

“Approximately 12 months ago 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 available at all times, 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.”

Similar Posts

  • Leticia

    With the recent passing of my husband, it was hard to know where to turn for advice. Ashley has given me advice in areas including superannuation, investment, and government assistance….

  • 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…

  • Francis

    Ashley has provided advice in relation to aged care. I found Ashley to be very knowledgeable and competent and explained the advice and options in a very clear and easy…

  • Dianne, 56 – 65 years, Birchip, VIC

    “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…

  • Sid, 65+ years, Nhill, VIC

    “When we retired and sold the farm we needed someone to help us with our finances to see us through the rest of our lives. We spoke to Robert Goudie…