Retirement Planning, Horsham VIC | Consortium Private Wealth Horsham

As you edge closer to the next exciting chapter of your life, some of these questions may be on your mind:

When can we comfortably retire?
What will life be like with more free time?
What’s next for my business after I retire?
What if the stock market takes another dip?
Can we financially help our children and grandchildren?
Will I get the Age Pension or Health Care Card when eligible?

It’s completely natural to feel a bit lost and uncertain about where to begin.

Consortium Private Wealth takes the second-guessing out of planning for life after work.

Book Appointment

Confident
path forward

Look ahead and feel good about what you see. Know how long you’ve got to work and what you’re striving for.

Spend without
worry

It’s about balance. Enjoy your hard-earned money now and take advantage of every chance to grow your retirement savings.

A huge weight
lifted

No need for those midnight money worries. Even with the world buzzing, be assured that your retirement plans are on track.

Think of retirement not as a finish line but as a new starting point

What do you want your retirement to look like? It’s your time, let’s make sure you get to spend it your way.

How much do you really need to retire the way you want? Let’s figure out that number together and plan how you’ll get there.

What’s your super balance looking like? When can you access it? We’ll go through it together, making sure it’s sorted and on your side.

Keen to ease out of work and into retirement? Let’s explore how you can cut down your hours without stressing about income.

Take a good look at your income and expenses. Now and for the future. Let’s make sure your money’s doing what you need it to, now and down the track.

Got a mortgage hanging over your head? Let’s make a solid plan to pay it off, so you’re heading into retirement debt-free.

Let’s ensure you’re getting the most out of your super. Organise your assets and income to keep taxes low and government benefits on your side.

Inheriting wealth can be a complex journey. We’ll guide you through, ensuring every dollar is thoughtfully allocated to protect the legacy of your loved one and secure your financial future.

Look forward to retirement with straightforward advice

With a well-crafted retirement strategy and a little patience, you can look forward to celebrating more of those woo-hoo moments in the future.

Ashley Rowan

Financial Advisor
Grad Dip FP, FChFP

Read Bio

Rachael Todman

Financial Advisor
Grad Dip FP

Read Bio

Amy Lehmann

Financial Advisor
BBus(FinPlan), BBus(Acc)

Read Bio

    
 
 
      Posted on Google  
   Luka Zetovic 
 4 August 2026
 
 
  Really grateful to Rob for better aligning my journey to building my future wealth. My goals and visions were heard, addressed and provided advice. Would recommend Rob to get a better understanding on how to get the best out of your income.
  
 
     Posted on Google  
   Jack Wojtowicz 
 23 June 2026
 
 
  Rob is great at explaining and considerate in the advice he gives. Had a really good experience.
  
 
     Posted on Google  
   Colin Grant 
 30 April 2026
 
 
  The team at consortium wealth Horsham have been wonderful to deal with, knowledgeable, experienced and have advised us faultlessly, would thoroughly recommend
  
 
     Posted on Google  
   Alistair Pace 
 11 January 2026
 
 
  My partner and I had an online meeting with Rob. He was honest, helpful, and clearly has a vast wealth of knowledge. Cheers 🙏🏼
  
 
     Posted on Google  
   cristian vargas 
 6 January 2026
 
 
  Had an appointment with Rob and he was very insightful on leading me in what my priorities should be focused on in the meantime. Very clear explanation and very insightful consult
  
 
     Posted on Google  
   Jakob Butcher 
 27 November 2025
 
 
  Rob demonstrated solid expertise and provided straightforward guidance. His recommendations were clearly aligned with achieving the best results for my financial aspirations, and I couldn’t recommend him highly enough!
  
 
     Posted on Google  
   Jackie Tomich 
 17 November 2025
 
 
  Rob’s advice provided clarity through clearly demonstrating options, the session instilled financial confidence and peace of mind. He is knowledgeable and uses visual tools to make understanding financial options easier. From the very beginning, he demonstrated expertise, insight, and genuine care. Highly recommend.
  
 
     Posted on Google  
   Jamie 
 16 November 2025
 
 
  A truly knowledgeable and valuable team. Provides clear, strategic advice that makes a real difference. Highly recommend!
  
 
     Posted on Google  
   Angela Spackman 
 11 November 2025
 
 
  Excellent service ! Ashley is very pleasant and relatable. Always responsive, professional and  knowledgeable .We highly recomend Consortium Private Wealth.
  
 
     Posted on Google  
   Lauren 
 25 October 2025
 
 
  Professionals speaking in plain English with no judgment
  
 
     Posted on Google  
   daneanth 
 6 October 2025
 
 
  Very professional, listens well, provides sensible advice. Can’t speak more highly of Rob and his team
  
 
     Posted on Google  
   Peter Fleming 
 25 September 2025
 
 
  Had our first meeting with consortium Private wealth today and found the whole experience very pleasant. Rob has a wealth of knowledge and provided straightforward and easy to understand advice, highly recommend
  
 
     Posted on Google  
   Maree McAllister 
 21 September 2025
 
 
  Rob was recommended to us by our Solicitor when we were drafting our will. Rob took the time to discuss with us our current situation and what we hoped for in the future. Rob not only gave us general financial advice but gave figures for our situation. We have come away better informed. Or report was sent to us before we arrived home. Thanks Rob and Laura.
  
 
     Posted on Google  
   Steven Phang 
 2 September 2025
 
 
  Five stars for Robert and the team! I highly recommend Consortium Private Wealth for anyone seeking expert financial advice. Robert's knowledge, professionalism, and genuine care made the process clear and stress-free. He was incredibly helpful and took the time to explain everything thoroughly. A fantastic experience from start to finish.
  
 
     Posted on Google  
   Henry Pham Vu 
 5 August 2025
 
 
  Robert was incredibly knowledgeable and genuinely passionate about what he does. Very useful and educational. Keep it up, Robert!
  
 
     Posted on Google  
   Mark Szolga 
 4 August 2025
 
 
  ⭐️⭐️⭐️⭐️⭐️ Rob provides exceptional, thoughtful advice that goes well beyond numbers. Rob didn’t just give me standard financial advice—he took the time to genuinely listen and understand my personal circumstances. What made his support stand out was the way he provided clear, contextual advice tailored to my situation, not just generic financial products or strategies. He helped me make informed decisions with confidence, explaining not only the "what" but the "why" behind each recommendation. It’s rare to find someone who combines technical expertise with such empathy and clarity. Highly recommend Rob if you’re looking for financial advice that truly aligns with your life.
  
 
     Posted on Google  
   Alana Toll 
 13 July 2025
 
 
  Amy has been incredibly helpful and easy to work with. She took the time to understand my goals and gave clear, practical advice. I really appreciate her support and guidance throughout the process.
  
 
     Posted on Google  
   Tohit Khan 
 30 June 2025
 
 
  I first discovered Rob Goudie through TikTok, where he consistently shares clear, practical, and insightful financial advice. After connecting with him for a personal consultation, I was genuinely impressed by the depth of his experience and how effectively he communicates complex financial concepts in a way that’s easy to understand. Our discussion was both thorough and focused. Rob provided honest, realistic guidance tailored to my current financial situation, highlighting what areas I should prioritise. His advice was concise and grounded, offering practical steps while still encouraging a balanced approach to enjoying life. I really appreciated his down-to-earth approach and walked away feeling more confident about my next steps financially.
  
 
     Posted on Google  
   Katy Kube 
 11 June 2025
 
 
  Had a very informative chat with Robert. Was an introduction to what financial advice is and how it works. We were able to discuss our families goals and plans for the future and how we can manage our current assets well. We have family who recommend this service and we would also recommend this service to others.
  
 
     Posted on Google  
   Emma Hills 
 11 June 2025
 
 
  Robert was an absolute legend! Free consultation and a genuine bloke, not just with advise but also encouraging and engaging through the entire chat, 100% would engage with again!

Sow the seeds for a fulfilling retirement

As you edge closer to the next exciting chapter of your life, some of these questions may be on your mind:

Confident
path forward

Spend without
worry

A huge weight
lifted

Think of retirement not as a finish line but as a new starting point