Rob, 56 – 65 years
“Rob’s first-rate advice and service has assisted us greatly with the planning, setup and management of our finances for retirement. Highly recommended.”
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Ashley, 56 – 65 years, Carnegie, VIC
“Ashley was not only affable, courteous, and attentive, but also highly professional and knowledgeable. He demonstrated a sincere concern us as his clients, never attempting to push any self-serving products…
P Hewitt
After losing faith with my previous financial adviser, a trusted friend recommended I meet with Robert Goudie from Consortium Private Wealth. With Robert’s practical advice and SMSF administration services I…
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…
Kathryn, 56 – 65 years, Nhill, VIC
“Thanks Rob for your advice.”
Dean, 56 – 65 years, Mill Park, VIC
“I had an online meeting with Ashley regarding Aged Care for my mother. After explaining my mother’s health issues and financial status, he offered advice in terms that I could…
Alex, under 35 years, Horsham, VIC
“I had a great first meeting with Amy. She was warm, easy to talk to, and explained concepts in words that made sense to me. She was patient and able…