Noel, 65+ years, Dunkeld, VIC

“Thank you Ashley for your time and patience in explaining the financial side of the Aged Care system to mum and I. Your knowledge and understanding of the whole complex system, helped make quite an emotional time for mum and I so much easier. Thankyou once again for your patience.”

We have always found Rob to be helpful and courteous, no question is too small or difficult. Always up to date with strategies and advice. The weekly updates and alerts are informative and timely, and we appreciate the personal advice and insight he and his team provide. 

“After dealing with Rob and Rachael when setting up our investment strategy, I can only urge anyone who is a bit hesitant or intimidated by the process, as was I, don’t be. Rob and Rachael offered an easy-to-understand plan with no pressure or hard sales pitch to sign up. I now know why Consortium, with Rob at the helm, is rated so highly and I look forward to a long and prosperous future relationship.” 

Having been to a number of financial planners in the area, looking for one which suited us, we met Rob Goudie. A few things really stood out about Rob. Rob encourages learning and has an obvious passion for the share market. Rob has been a great support and resource to us. The advice we got was perfectly suited to us. As a young couple, he gave us advice which suited our plans, goals and stage of life. The rest of the staff at Consortium Private Wealth are friendly and are a pleasure to deal with. I am a big fan! 

Ashley provided us with very valuable and timely financial advice when our mother moved into an aged care facility as a permanent resident. The information has assisted us to ensure that Mum’s existing assets are protected and that she is receiving the maximum Centrelink benefits that she is eligible for. 

“I am a great believer in outsourcing various aspects of life (management of finances as an example) to those people who are experts in their field. I have been nothing short of extremely impressed with the service I’ve received from Consortium. Olivia is real, raw, honest; meticulous and helpful. Highly recommend Consortium and their services.”