Money. Mindset. Meaning.

My take on retirement, investing, and making epic financial decisions.

Robert Goudie

Qualifications

  • Certified Financial Planner (CFP®)
  • SMSF Specialist Advisor (SSA)
  • Graduate Diploma of Financial Planning
Robert Goudie
Financial Advisor, Founder
CFP®, SMSF Specialist™, Grad Dip FP

I’ve been providing advice for over 25 years and am privileged to enjoy many long-term relationships with my clients. Whether working with business owners, SMSF Trustees or motivated investors, our outcome is always the same—maximise your hard-earned dollars through informed financial decisions.

The best part of my job is helping people improve their knowledge around money. This increases their overall financial well-being, and I love seeing clients walk out of the office less stressed and more excited about what’s ahead.

Raising four children in our small town of Horsham has enabled me to be involved in numerous community activities. I’ve been involved with Meals on Wheels, our local football committee, the school council and my proudest contribution – helping to launch a coffee van as a not-for-profit, raising money to help build our local cancer centre.

If you’re ready to take back control of your financial situation and invest with confidence, let’s connect and start working towards your financial goals today.

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Latest Blog

Why I Choose Direct Investing: Lessons from Experience 

By Robert Goudie
•
Posted in ,
Over the last 20 years, I’ve shaped my investment philosophy and business around one central idea: direct investing. Rather than relying heavily on managed funds or exchange-traded funds (ETFs), I focus on investing directly into Australian and international businesses—companies we know and use every day, such as Microsoft and Meta (the parent company of Facebook and Instagram).  This approach wasn’t something I decided on overnight. It grew out of personal experiences, early lessons in my career, and a desire to offer something that felt fair, transparent, and effective for my clients. Let me take you through the journey that brought…
READ MORE Why I Choose Direct Investing: Lessons from Experience 

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With 30 June fast approaching, Rob Goudie and Rachael Todman run through a few key things to think about before the end of financial year. From topping up your super to reviewing your investments, this episode covers some of the simple strategies that could help you make the most of EOFY. They chat through what’s worth considering while there’s still time, and how a bit of planning now might save you money or put you in a better financial position going forward. Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser. Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

With 30 June fast approaching, Rob Goudie and Rachael Todman run through a few key things to think about before the end of financial year. From topping up your super to reviewing your investments, this episode covers some of the simple strategies that could help you make the most of EOFY.

They chat through what’s worth considering while there’s still time, and how a bit of planning now might save you money or put you in a better financial position going forward.


Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

7 0

YouTube Video UExPSFE0V2Ewbl9oMUpHbjlTT1dkbEZmMjVQNVJBYjlJai5FMDQ2MDJFMzlBN0YyRjE5

EOFY Checklist: What’s Worth Thinking About Now

Investor Motivation 6 June, 2025 12:18 pm

Just retired and wondering what comes next? In this episode of the Investment Motivation podcast, Rob Goudie and Rachael Todman walk through the key financial decisions that come with the early stages of retirement. They talk about how much you might be able to spend each year, how to draw down from your super and investments, and why it's important to keep a clear strategy even after you've left the workforce. You’ll also hear about common traps to avoid, how to balance enjoying your lifestyle with long-term planning, and how your approach to investing might shift in retirement. Whether you’ve recently retired or are getting close, this episode is packed with helpful insights to give you more clarity and confidence for the road ahead. Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser. Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

Just retired and wondering what comes next? In this episode of the Investment Motivation podcast, Rob Goudie and Rachael Todman walk through the key financial decisions that come with the early stages of retirement.

They talk about how much you might be able to spend each year, how to draw down from your super and investments, and why it's important to keep a clear strategy even after you've left the workforce. You’ll also hear about common traps to avoid, how to balance enjoying your lifestyle with long-term planning, and how your approach to investing might shift in retirement.

Whether you’ve recently retired or are getting close, this episode is packed with helpful insights to give you more clarity and confidence for the road ahead.


Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

17 0

YouTube Video UExPSFE0V2Ewbl9oMUpHbjlTT1dkbEZmMjVQNVJBYjlJai5ENkM0Q0U2NjE5OTNCNEFC

Just Retired? Now What?

Investor Motivation 27 May, 2025 11:37 am

In this quick video, Rob Goudie explains how the 4% rule can help you estimate how much you might need to retire independently. It’s a simple way to set a retirement savings goal and get a clearer picture of your financial future. A helpful starting point for anyone planning for financial independence in retirement. Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser. Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

In this quick video, Rob Goudie explains how the 4% rule can help you estimate how much you might need to retire independently. It’s a simple way to set a retirement savings goal and get a clearer picture of your financial future.

A helpful starting point for anyone planning for financial independence in retirement.


Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

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YouTube Video UExPSFE0V2Ewbl9oMUpHbjlTT1dkbEZmMjVQNVJBYjlJai5FMzRCNjVFQTUzRTczNEQ1

How Much Do You Need to Retire? The 4% Rule Makes It Easy

Investor Motivation 27 May, 2025 10:55 am

What does the new $3 million super tax really mean—and should you be worried? Rob Goudie breaks down the key changes, including the proposed tax on unrealised gains, and outlines strategies to help you prepare. Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser. Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

What does the new $3 million super tax really mean—and should you be worried?

Rob Goudie breaks down the key changes, including the proposed tax on unrealised gains, and outlines strategies to help you prepare.



Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

14 3

YouTube Video UExPSFE0V2Ewbl9oMUpHbjlTT1dkbEZmMjVQNVJBYjlJai45NkNBM0NCN0UzQkU1ODMw

$3M Super Tax Explained (& How to Prepare)

Investor Motivation 23 May, 2025 8:30 am

With ongoing changes to superannuation rules — including new taxes on balances over $3 million, contribution cap limits, and the introduction of the transfer balance cap — many are asking whether super is still a worthwhile investment vehicle. In this video, Rob Goudie explores the key changes that have shaped super in recent years and raises the important question: is super still a smart way to build retirement wealth? Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser. Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

With ongoing changes to superannuation rules — including new taxes on balances over $3 million, contribution cap limits, and the introduction of the transfer balance cap — many are asking whether super is still a worthwhile investment vehicle.

In this video, Rob Goudie explores the key changes that have shaped super in recent years and raises the important question: is super still a smart way to build retirement wealth?


Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

29 9

YouTube Video UExPSFE0V2Ewbl9oMUpHbjlTT1dkbEZmMjVQNVJBYjlJai5EQTdCQkU3QjJENUZGNkE5

Is Super still Super?

Investor Motivation 22 May, 2025 5:22 pm

In this episode of the Investor Motivation podcast, Rob Goudie and Rachael Todman explore how increasing life expectancy is reshaping retirement planning. They discuss the implications of living longer on superannuation, investment strategies, and personal financial goals. The conversation covers the importance of adapting financial plans to accommodate extended retirements, the need for flexible income streams, and the role of ongoing financial advice. Whether you're approaching retirement or planning ahead, this episode offers valuable insights into preparing for a longer, more financially secure future. Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser. Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

In this episode of the Investor Motivation podcast, Rob Goudie and Rachael Todman explore how increasing life expectancy is reshaping retirement planning.

They discuss the implications of living longer on superannuation, investment strategies, and personal financial goals.

The conversation covers the importance of adapting financial plans to accommodate extended retirements, the need for flexible income streams, and the role of ongoing financial advice.

Whether you're approaching retirement or planning ahead, this episode offers valuable insights into preparing for a longer, more financially secure future.


Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

20 2

YouTube Video UExPSFE0V2Ewbl9oMUpHbjlTT1dkbEZmMjVQNVJBYjlJai4wRDRDMzA4N0U2MDVCQTcy

Rethinking Retirement for a Longer Life

Investor Motivation 21 May, 2025 1:11 pm

Markets rise and fall — but how should you respond? In this episode, Rob Goudie and Rachael Todman explore the emotional side of investing and why staying invested often delivers the best results. From the GFC to recent volatility, they unpack key moments in market history, share data on long-term returns, and highlight why missing the best days can cost you. Plus, hear a memorable story of two investors during a downturn — and why discipline beats timing. 👉 Topics covered: - Long-term returns of Aussie and global shares - Why rebounds often follow big drops - The risks of market timing - How behaviour affects your returns - A roller coaster analogy that sticks Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser. Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

Markets rise and fall — but how should you respond? In this episode, Rob Goudie and Rachael Todman explore the emotional side of investing and why staying invested often delivers the best results.

From the GFC to recent volatility, they unpack key moments in market history, share data on long-term returns, and highlight why missing the best days can cost you. Plus, hear a memorable story of two investors during a downturn — and why discipline beats timing.

👉 Topics covered:
- Long-term returns of Aussie and global shares
- Why rebounds often follow big drops
- The risks of market timing
- How behaviour affects your returns
- A roller coaster analogy that sticks


Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

13 2

YouTube Video UExPSFE0V2Ewbl9oMUpHbjlTT1dkbEZmMjVQNVJBYjlJai40RkUyNUI1OEJBMTY5Nzg5

Riding the Market Roller Coaster: What History Teaches Us About Investing

Investor Motivation 24 April, 2025 12:32 pm

Markets go up—and they come down. In this video, we talk about what really matters during periods of volatility: your behaviour as an investor. We explain why reacting emotionally to short-term movements can hurt long-term outcomes, how the media can fuel unnecessary fear, and why staying focused on quality investments and your long-term goals is key. If you’re feeling uncertain or anxious about the headlines or your portfolio, this message is for you. Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser. Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

Markets go up—and they come down. In this video, we talk about what really matters during periods of volatility: your behaviour as an investor.

We explain why reacting emotionally to short-term movements can hurt long-term outcomes, how the media can fuel unnecessary fear, and why staying focused on quality investments and your long-term goals is key.

If you’re feeling uncertain or anxious about the headlines or your portfolio, this message is for you.


Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

13 6

YouTube Video UExPSFE0V2Ewbl9oMUpHbjlTT1dkbEZmMjVQNVJBYjlJai4xQkZENkNCQ0FDNzlFNzM1

Market Volatility Explained – And What to Do

Investor Motivation 17 April, 2025 10:48 am

Ever told yourself you’ll start saving “next month” or that you’ll invest “when things settle down”? You’re not alone—financial procrastination is more common than you think. But delaying money decisions can seriously set you back, whether it’s putting off investing, ignoring debt, or avoiding retirement planning. In this episode, we break down why we procrastinate with money, the real cost of waiting too long, and, most importantly, how to snap out of it. We’ll share simple, actionable steps to get on top of your finances—without feeling overwhelmed. If you’ve ever hesitated to take control of your money, this is the wake-up call you need! ---------------------------------------------------------------- More Freebies you should check out* Ebooks, Online Courses, Video Blogs, Podcasts | Free resources covering a range of financial fundamentals to build your knowledge* https://www.consortiumpw.com.au/elearning/ *Follow us on our social media * Website: https://www.consortiumpw.com.au/ Instagram: https://www.instagram.com/consortiumprivatewealth/ Facebook Page: https://www.facebook.com/consortiumpw To contact us directly please email info@consortiumpw.com.au or call 03 5382 3460. We're here to help! Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser. Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

Ever told yourself you’ll start saving “next month” or that you’ll invest “when things settle down”? You’re not alone—financial procrastination is more common than you think. But delaying money decisions can seriously set you back, whether it’s putting off investing, ignoring debt, or avoiding retirement planning.

In this episode, we break down why we procrastinate with money, the real cost of waiting too long, and, most importantly, how to snap out of it. We’ll share simple, actionable steps to get on top of your finances—without feeling overwhelmed.

If you’ve ever hesitated to take control of your money, this is the wake-up call you need!

----------------------------------------------------------------
More Freebies you should check out*

Ebooks, Online Courses, Video Blogs, Podcasts | Free resources covering a range of financial fundamentals to build your knowledge*

https://www.consortiumpw.com.au/elearning/

*Follow us on our social media *

Website: https://www.consortiumpw.com.au/
Instagram: https://www.instagram.com/consortiumprivatewealth/
Facebook Page: https://www.facebook.com/consortiumpw

To contact us directly please email info@consortiumpw.com.au or call 03 5382 3460. We're here to help!


Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

8 2

YouTube Video UExPSFE0V2Ewbl9oMUpHbjlTT1dkbEZmMjVQNVJBYjlJai45RjgyODEyNEJEREM5Nzkx

Spotting Financial Procrastination: Are You Guilty of It?

Investor Motivation 21 February, 2025 11:12 am

Australia's Elite Investors: What you can learn Ever wondered how Australia’s wealthiest individuals invest? In this episode, we break down the key strategies used by the richest Australians, from diversification and asset allocation to investing in high-growth sectors. Learn how they build and protect wealth—and how you can apply similar principles to your own portfolio. We also explore the importance of financial stability, risk management, and professional guidance in achieving long-term success. Tune in to discover how smart investing can help you grow your wealth like the pros! ---------------------------------------------------------------- More Freebies you should check out* Ebooks, Online Courses, Video Blogs, Podcasts | Free resources covering a range of financial fundamentals to build your knowledge* https://www.consortiumpw.com.au/elearning/ *Follow us on our social media * Website: https://www.consortiumpw.com.au/ Instagram: https://www.instagram.com/consortiumprivatewealth/ Facebook Page: https://www.facebook.com/consortiumpw To contact us directly please email info@consortiumpw.com.au or call 03 5382 3460. We're here to help! Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser. Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

Australia's Elite Investors: What you can learn

Ever wondered how Australia’s wealthiest individuals invest?

In this episode, we break down the key strategies used by the richest Australians, from diversification and asset allocation to investing in high-growth sectors. Learn how they build and protect wealth—and how you can apply similar principles to your own portfolio.

We also explore the importance of financial stability, risk management, and professional guidance in achieving long-term success.

Tune in to discover how smart investing can help you grow your wealth like the pros!

----------------------------------------------------------------
More Freebies you should check out*

Ebooks, Online Courses, Video Blogs, Podcasts | Free resources covering a range of financial fundamentals to build your knowledge*

https://www.consortiumpw.com.au/elearning/

*Follow us on our social media *

Website: https://www.consortiumpw.com.au/
Instagram: https://www.instagram.com/consortiumprivatewealth/
Facebook Page: https://www.facebook.com/consortiumpw

To contact us directly please email info@consortiumpw.com.au or call 03 5382 3460. We're here to help!


Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

25 2

YouTube Video UExPSFE0V2Ewbl9oMUpHbjlTT1dkbEZmMjVQNVJBYjlJai41NkI3NEIxMUMxQkJGMTY3

Australia's Elite Investors: What you can learn

Investor Motivation 18 February, 2025 1:23 pm

Want to retire early? Smart investing is key. In this episode, we break down how to build a solid investment strategy to achieve financial freedom sooner. Learn about different asset classes, managing risk, and tracking your progress to stay on course. We cover: ✅ The benefits of early retirement ✅ Setting realistic financial goals ✅ Understanding your risk tolerance ✅ Building a diversified portfolio ✅ Monitoring and adjusting your investments Don't leave your future to chance—tune in and start planning for early retirement today! ---------------------------------------------------------------- More Freebies you should check out* Ebooks, Online Courses, Video Blogs, Podcasts | Free resources covering a range of financial fundamentals to build your knowledge* https://www.consortiumpw.com.au/elearning/ *Follow us on our social media * Website: https://www.consortiumpw.com.au/ Instagram: https://www.instagram.com/consortiumprivatewealth/ Facebook Page: https://www.facebook.com/consortiumpw To contact us directly please email info@consortiumpw.com.au or call 03 5382 3460. We're here to help! Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.  Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser. Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

Want to retire early? Smart investing is key. In this episode, we break down how to build a solid investment strategy to achieve financial freedom sooner. Learn about different asset classes, managing risk, and tracking your progress to stay on course.

We cover:
✅ The benefits of early retirement
✅ Setting realistic financial goals
✅ Understanding your risk tolerance
✅ Building a diversified portfolio
✅ Monitoring and adjusting your investments

Don't leave your future to chance—tune in and start planning for early retirement today!

----------------------------------------------------------------
More Freebies you should check out*

Ebooks, Online Courses, Video Blogs, Podcasts | Free resources covering a range of financial fundamentals to build your knowledge*

https://www.consortiumpw.com.au/elearning/

*Follow us on our social media *

Website: https://www.consortiumpw.com.au/
Instagram: https://www.instagram.com/consortiumprivatewealth/
Facebook Page: https://www.facebook.com/consortiumpw

To contact us directly please email info@consortiumpw.com.au or call 03 5382 3460. We're here to help!

Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401. 

Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

47 2

YouTube Video UExPSFE0V2Ewbl9oMUpHbjlTT1dkbEZmMjVQNVJBYjlJai42QTAwM0IwOURDNUE5RURG

Invest Wisely to Retire Early

Investor Motivation 11 February, 2025 9:20 am

The Biggest Money Mistakes before Retirement Retirement planning isn’t just about the final years before you stop working—it starts much earlier. The financial mistakes you make in your 20s, 30s, and 40s—like taking on too much debt, delaying investing, or ignoring the impact of inflation—can significantly affect your retirement security. In this episode, we explore the most common missteps at every stage of life and how they can derail your future.  Learn how to avoid these pitfalls, maximise savings, and build a secure retirement with simple, practical strategies. No matter your age, the right decisions today can set you up for financial freedom tomorrow.  ---------------------------------------------------------------- More Freebies you should check out* Ebooks, Online Courses, Video Blogs, Podcasts | Free resources covering a range of financial fundamentals to build your knowledge* https://www.consortiumpw.com.au/elearning/ *Follow us on our social media * Website: https://www.consortiumpw.com.au/ Instagram: https://www.instagram.com/consortiumprivatewealth/ Facebook Page: https://www.facebook.com/consortiumpw To contact us directly please email info@consortiumpw.com.au or call 03 5382 3460. We're here to help! 00:00 Introduction 00:10 Biggest Financial Mistakes before Retirement 23:50 Importance of Projections 24:07 Hunkering Down vs. Spending More 24:40 Key Retirement Tips 25:01 Getting Balanced Advice 25:32 Staying Invested 26:23 Wrapping Up 26:35 Conclusion Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser. Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

The Biggest Money Mistakes before Retirement

Retirement planning isn’t just about the final years before you stop working—it starts much earlier. The financial mistakes you make in your 20s, 30s, and 40s—like taking on too much debt, delaying investing, or ignoring the impact of inflation—can significantly affect your retirement security.

In this episode, we explore the most common missteps at every stage of life and how they can derail your future. 

Learn how to avoid these pitfalls, maximise savings, and build a secure retirement with simple, practical strategies. No matter your age, the right decisions today can set you up for financial freedom tomorrow. 

----------------------------------------------------------------
More Freebies you should check out*

Ebooks, Online Courses, Video Blogs, Podcasts | Free resources covering a range of financial fundamentals to build your knowledge*

https://www.consortiumpw.com.au/elearning/

*Follow us on our social media *

Website: https://www.consortiumpw.com.au/
Instagram: https://www.instagram.com/consortiumprivatewealth/
Facebook Page: https://www.facebook.com/consortiumpw

To contact us directly please email info@consortiumpw.com.au or call 03 5382 3460. We're here to help!

00:00 Introduction
00:10 Biggest Financial Mistakes before Retirement
23:50 Importance of Projections
24:07 Hunkering Down vs. Spending More
24:40 Key Retirement Tips
25:01 Getting Balanced Advice
25:32 Staying Invested
26:23 Wrapping Up
26:35 Conclusion


Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

194 13

YouTube Video UExPSFE0V2Ewbl9oMUpHbjlTT1dkbEZmMjVQNVJBYjlJai5BODc5NkUyMTAwN0IwRkY4

The Biggest Money Mistakes before Retirement

Investor Motivation 4 February, 2025 11:35 am

Everyone wants to build wealth, but with so much financial noise—crypto schemes, margin lending, and “trade your way to riches” promises—it’s easy to get lost in the hype. The truth? Wealth isn’t built overnight. In this episode, we break down the simple yet powerful approach to achieving financial independence: spending less than you earn, investing consistently, managing debt wisely, and making smart tax decisions. We also discuss the pitfalls of get-rich-quick schemes and how to avoid financial advice riddled with conflicts of interest. If you’re looking for a proven strategy to secure your financial future—without unnecessary risk or complexity—this episode is for you. ---------------------------------------------------------------- More Freebies you should check out* Ebooks, Online Courses, Video Blogs, Podcasts | Free resources covering a range of financial fundamentals to build your knowledge* https://www.consortiumpw.com.au/elearning/ *Follow us on our social media * Website: https://www.consortiumpw.com.au/ Instagram: https://www.instagram.com/consortiumprivatewealth/ Facebook Page: https://www.facebook.com/consortiumpw To contact us directly please email info@consortiumpw.com.au or call 03 5382 3460. We're here to help! 00:00 Introduction 24:01 The Power of Consistency in Investing 24:39 The Advantages of Superannuation 24:54 The Long-Term Benefits of Consistent Investments 25:18 Flexibility of Investment Portfolios vs. Debt 25:53 A Real Example of Investment Property Issues 26:15 Understanding Social Media Real Estate Ads 26:34 Where to Find Amy and Robert 27:14 Closing Remarks Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser. Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

Everyone wants to build wealth, but with so much financial noise—crypto schemes, margin lending, and “trade your way to riches” promises—it’s easy to get lost in the hype. The truth? Wealth isn’t built overnight.

In this episode, we break down the simple yet powerful approach to achieving financial independence: spending less than you earn, investing consistently, managing debt wisely, and making smart tax decisions. We also discuss the pitfalls of get-rich-quick schemes and how to avoid financial advice riddled with conflicts of interest.

If you’re looking for a proven strategy to secure your financial future—without unnecessary risk or complexity—this episode is for you.

----------------------------------------------------------------
More Freebies you should check out*

Ebooks, Online Courses, Video Blogs, Podcasts | Free resources covering a range of financial fundamentals to build your knowledge*

https://www.consortiumpw.com.au/elearning/

*Follow us on our social media *

Website: https://www.consortiumpw.com.au/
Instagram: https://www.instagram.com/consortiumprivatewealth/
Facebook Page: https://www.facebook.com/consortiumpw

To contact us directly please email info@consortiumpw.com.au or call 03 5382 3460. We're here to help!

00:00 Introduction
24:01 The Power of Consistency in Investing
24:39 The Advantages of Superannuation
24:54 The Long-Term Benefits of Consistent Investments
25:18 Flexibility of Investment Portfolios vs. Debt
25:53 A Real Example of Investment Property Issues
26:15 Understanding Social Media Real Estate Ads
26:34 Where to Find Amy and Robert
27:14 Closing Remarks


Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

23 6

YouTube Video UExPSFE0V2Ewbl9oMUpHbjlTT1dkbEZmMjVQNVJBYjlJai5ENjZGNUMxRURBMkMxODFE

Building Wealth the Right Way

Investor Motivation 30 January, 2025 1:00 pm

Not all financial advice businesses invest the same way. In this episode, we explore how Consortium Private Wealth has developed its unique investment approach over the past 25+ years. Rob and Amy share how their focus on long-term strategy, diversification, and client education helps ensure investments align with financial goals—not short-term market trends. Tune in to learn what sets Consortium apart and how their philosophy supports lasting wealth creation. ---------------------------------------------------------------- More Freebies you should check out* Ebooks, Online Courses, Video Blogs, Podcasts | Free resources covering a range of financial fundamentals to build your knowledge* https://www.consortiumpw.com.au/elearning/ *Follow us on our social media * Website: https://www.consortiumpw.com.au/ Instagram: https://www.instagram.com/consortiumprivatewealth/ Facebook Page: https://www.facebook.com/consortiumpw To contact us directly please email info@consortiumpw.com.au or call 03 5382 3460. We're here to help! Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser. Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

Not all financial advice businesses invest the same way. In this episode, we explore how Consortium Private Wealth has developed its unique investment approach over the past 25+ years.

Rob and Amy share how their focus on long-term strategy, diversification, and client education helps ensure investments align with financial goals—not short-term market trends. Tune in to learn what sets Consortium apart and how their philosophy supports lasting wealth creation.

----------------------------------------------------------------
More Freebies you should check out*

Ebooks, Online Courses, Video Blogs, Podcasts | Free resources covering a range of financial fundamentals to build your knowledge*

https://www.consortiumpw.com.au/elearning/

*Follow us on our social media *

Website: https://www.consortiumpw.com.au/
Instagram: https://www.instagram.com/consortiumprivatewealth/
Facebook Page: https://www.facebook.com/consortiumpw

To contact us directly please email info@consortiumpw.com.au or call 03 5382 3460. We're here to help!


Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

18 0

YouTube Video UExPSFE0V2Ewbl9oMUpHbjlTT1dkbEZmMjVQNVJBYjlJai4wODYyNTAzNjE1Qzk4MUQ2

How we invest (& why we're different)

Investor Motivation 30 January, 2025 10:27 am

In this video, Rob explores the common traits of Australia’s wealthiest individuals and how they’ve built their fortunes. From Harry Triguboff’s property development empire to Melanie Perkins’ global success with Canva, discover the strategies behind their wealth creation. Learn why owning and growing businesses often outpaces property investment in building long-term wealth. Tune in for expert insights to inspire your own financial journey! Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser. Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

In this video, Rob explores the common traits of Australia’s wealthiest individuals and how they’ve built their fortunes.

From Harry Triguboff’s property development empire to Melanie Perkins’ global success with Canva, discover the strategies behind their wealth creation.

Learn why owning and growing businesses often outpaces property investment in building long-term wealth.

Tune in for expert insights to inspire your own financial journey!


Advice Disclaimer || Any advice given by the presenter/s has been prepared without considering your individual objectives, financial situation or needs. So, before you act on the advice you should think about whether the advice suits your objectives, financial situation or needs. If the advice relates to acquiring a financial product you should obtain a copy of the Product Disclosure Statement for that product and consider it before making a decision. This presentation has been prepared by Consortium Private Wealth Pty Ltd (ABN 74 616 250 965) (AFSL 495401). If you require advice which takes into account your objectives, financial situation and needs you should speak to a financial adviser.

Robert Goudie (ASIC Reg 235974), Ashley Rowan (ASIC Reg 433899), Olivia Glare (ASIC Reg 1262290), Rachael Todman (ASIC Reg 1270413) & Amy Lehmann (ASIC Reg 1292710) are Authorised Representatives of Consortium Private Wealth Pty Ltd ABN 74 616 250 965 AFS Licence 495401.

6 0

YouTube Video UExPSFE0V2Ewbl9oMUpHbjlTT1dkbEZmMjVQNVJBYjlJai4yQUFCMENEODMxQjI1RkM5

How Australia's Richest Built Their Fortunes

Investor Motivation 21 January, 2025 11:49 am

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