Reviews

Rob was extremely approachable and knowledgable and, as a result, I was able to learn a great deal. He provided me with excellent direction on where to go with my financial situation and I could not recommend Rob highly enough.

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 Rach 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.

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.

Rob and the Consortium Team demonstrate a profound commitment to the ideal of professionalism; they’re moving beyond ‘compliance’, and towards industry best practice, by embracing empathy, transparency and the need for change.

Robert and his team at Consortium Private Wealth were a great find for us. When looking for advice on financial planning, we were immediately put at ease by Robert’s professional manner, degree of understanding of our needs and his helpful advice on how best to achieve our goals. Robert took the time to fully understand our position and continues to give us valuable advice and insight into the best way to achieve our goals. We would happily recommend Robert and the Consortium Private Wealth team in Horsham to anyone looking for personalised financial advice.

Rob Goudie is an excellent financial advisor, and I can say that with authority from having employed many other financial advisor services and I found them all completely lacking. Nothing was specific, they took your fees but gave no service, and were hard to contact and difficult to understand. Rob Goudie and the whole Consortium Private Wealth team are nothing but professional, helpful and there is never any issue with any question I have. I finally feel in control to help us make money for the future, with a privatised service that caters specifically for us. I feel we are continually moving and changing our portfolio to suit the markets – and this keeps us feeling in touch and in control of what’s happening. The stress and the feeling of being unsure are gone, and the feeling of being in control of my financial destiny – thanks to this excellent team, is here to stay! I would highly recommend them to anyone. Thanks Rob.

Robert has been an absolute blessing since he became my advisor 15 years ago. I cant even begin to describe the ways he has carefully guided me and my portfolio through the GFC and clearly made recommendations along the way, enabling me to sleep well at night. He keeps educating me little by little never making me feel stupid. Each review is more like a visit to talk with a friend who I know has my families best interest at heart. Every member of staff is as helpful and friendly as the last and I am so pleased to be a client and support the professional Horsham business whom employ wonderful women in my community.

I would like to congratulate you on winning the Services-Professional category at the 2014 Wimmera Business Awards held at the Wimmera Events Centre. This award is a testament to the hard work by you and your team in providing people of Horsham and indeed the region with not only specialist financial planning but also excellent customer service. I am aware, from personal experience, that the team at Consortium Private Wealth are passionate about their business and confident and professional in their friendly approach to clients

If you are looking for quality expert financial advice, coupled with good old fashioned service and professionalism, then look no further. Rob Goudie and his team at Consortium Private Wealth have far outdone even our highest expectations. Rob has guided us with his excellent knowledge in the financial sector, steering us from small beginnings to growth and security with minimal effort. Rob took time to listen compassionately, and gave honest and meaningful advice. Nothing seems too much for Rob, as he even took time to assist us in setting up our new business. It’s always good to know who you can trust when the complexities of the business world seems too hard. We look forward to a great financial future thanks to Rob’s guidance. We highly recommend you contact the team at Consortium Private Wealth for expert advice on managing your finances.

After reaching a cross road in my financial life I felt the need to consult with a Financial Advisor, and not knowing which way to turn, Robert’s name was mentioned. Having already had some unfavourable experiences with other Advisors in Melbourne, I was initially hesitant to try ”another one” when I found myself having to make a significant financial decision quickly. I contacted Robert for advise, for which he happily and professional advised me, although I wasn’t one of his clients. His advice and manner in which this information was given convinced me to make an appointment to discuss my then current financial situation with him in more detail. As a novice (and still am) Roberts ability to clearly explain what and how he would take me forward put me at ease and filled me with confidence. Since then I have had nothing but good consultation from Robert and his wonderful and experienced team. Their approachability, friendliness and trustworthy professionalism is the best around. The spread sheet produced of my portfolio and sent in a timely manner at Tax Time is greatly appreciated and a blessing by both my Tax Agent and myself, and it has now almost become a pleasure to do my tax each year. While I have only been with Consortium Private Wealth for a short time I look forward to a long association and would highly recommend anyone to at least talk to the Consortium Private Wealth and Robert should they be looking for any financial assistance or guidance. Keep up the good work Robert and Team (Ashley, Tracey and Co.)

A number of years ago, a friend of mine in the Wimmera strongly recommended that I contact a Robert Goudie in Horsham to discuss my retirement plans as I had mentioned that I was thinking of retiring in the next 8 to 10 years. At the time I was employed as Public Servant in Melbourne and made contact with Rob, an appointment was arranged and it has now turned out to be the best I have ever made. My financial skills had been very limited and after a couple of visits Rob had me on a plan that was very easy to understand and was always available to discuss any issues I had with my Statement of Advice that he had written for me. When in Melbourne he would always ring and give me the opportunity to meet with him to discuss my financial plans. I have found the whole team at Consortium Private Wealth very approachable and friendly, and I firmly recommend the professionalism shown by Rob and all his staff. I have now retired and living in Perth (W.A.) and I am still proud to say that I am continually kept up to date with all facets of my portfolio by Rob and his team. I have no hesitation in recommending the Consortium Private Wealth services to any persons who are wishing to seek sound financial advice. Professionalism at its best.

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 and found him to be very understanding and approachable. He made sure he took the time to explain all aspects of his advice and showed great patience in his explanation during the times that we didn’t understand something at first. He has a very caring manner and made sure he identified all of our needs. Robert is reliable, approachable, and trustworthy, all the things you need in someone who is going to be involved in your business for a very long time. We have recommended Robert to our friends and family and are confident to do so.

Robert Goudie has been our adviser for seventeen years so we have no hesitation in recommending his financial services. We have high confidence with Robert and his staff as they are honest, pleasant and have good integrity. Nothing seems to bother them. It is a pleasure to talk with Robert as he talks in a financial language we both can understand.

After being captivated by the initial euphoria of the financial benefits of participating in a SMSF, my aspirations were soon shattered by a complete lack of financial expertise as well as non disclosure of performance by my former provider. However, l then met Robert Goudie who transferred my SMSF to Consortium Private Wealth administration and advice where, together with the assistance of his competent staff, immediately proceeded to rectify the financial disaster they inherited and once again revived my financial dreams. They provided full transparent disclosure of the funds performance together with any associated financial advice required for a carefree retired lifestyle.

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 now have vastly improved the structure and management of my Self Managed Superannuation Fund. Robert’s direct investment advice and Consortium Private Wealth administration services have not only increased my control and understanding on how my money is invested, but also reduced my ongoing costs when compared to my previous products. I have received consistent ongoing service and have found that having consistent access to Robert and his competent client services team is very rewarding. I can highly recommend Robert and the team at Consortium Private Wealth to provide high quality investment advice and ongoing service.

I have been very satisfied with your service and would be happy to recommend you to any of my friends.

I would like to thank Consortium Private Wealth. The team helped me at a very difficult time, giving me financial advice and explaining everything in full so I could understand my options. The staff are very friendly and helpful. Nothing is a problem. Highly recommend.

This is my first time investing and I would like to share my great appreciation for the service provided by Robert and Rachael. They were very easy to understand and demonstrated a deep understanding of the investing industry. I highly recommend your services to anyone wanting to invest their money.

After the royal commission into banking finished, my Bank no longer provided face to face advise in super investments. Good and trustworthy friends recommended Robert Goudie for financial advice. I found Robert and Rachael friendly, efficient, easy to talk to, and very understanding of my situation. Robert is well worthy of the trust my friends have in him. He dealt with my request in a honest and professional way. At the end of my appointment I felt relieved and very pleased with how it went. Many thanks Robert.

We have found Robert to be a genuine and honest adviser who uses a careful approach to handling our retirement superannuation. He is friendly and approachable and his manner instills confidence that he is working for the best possible outcome for us.

We have found Rob to be very thorough and he has always been very approachable. He has successfully helped us develop and strengthen our portfolio.

Rob Goudie’s professional, yet friendly approach to his clients is highly recommended. His specialised computer program allows us to check the daily activity of our investment with ease. We are confident in associating our business with Rob, because of his honesty and integrity; we have no hesitation in recommending Rob (and his staff) to implement an effective and compatible ‘financial future’ for you.

On the suggestion from our accountant that we needed a financial health checkup, we were directed to Rob Goudie at Consortium Private Wealth. Rob took the time to listen to our family/business circumstance. He has been able to review & update our insurances/income protection. The whole team have been welcoming, friendly & accessible. We feel more at ease with the direction our finances are going and are very keen to be included in future investment/finance seminars. I think the best outcome is being able to deal with someone local who is easily contactable. All round, a really pleasant and easy experience!

Ashley assisted our mother to settle into aged care. He was very professional with his advice and went above and beyond to assist Mum. We are very satisfied with Ashley and would have no hesitation in recommending him to others.

All my experiences with Robert & Ashley have been very good, & with Robert organising my retirement plans has been very rewarding over the years. Ashley has been very helpful regarding aged care affairs also.

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

I’ve always found Rob to be very knowledgeable and helpful. What I like best is that it doesn’t matter if you’re one of the richest people around, or a battler – he treats everyone equally. The same applies if you have a simple little question, or need in depth advise.

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 provides.

Robert’s friendly nature and enthusiasm inspires us. He gives us confidence and the results of our investments are showing this positive trend. We are very happy to continue working with Robert.

Ashley helped me to work through the maze of funding life in the aged care facility and the best strategies to put in place with out eroding any savings my Dad had accumulated.

Ashley is very efficient and knowledgeable with a friendly approach in helping with parents aged care requirements.

I found Ashley to be an effective communicator and very understanding of my needs.

We are very confident & comfortable in Rob’s advice, he is pleasant and we would recommend his advice to anyone. He also manages our son’s financial affairs and they are very happy about Rob’s advice. It is pleasing to us as Russell’s parents that his financial future is in fine hands.

Robert Goudie has been our adviser for sixteen years so we have no hesitation in recommending his financial services. We have high confidence with Robert and his staff as they are honest, pleasant and have good integrity. Nothing seems to bother them. It is a pleasure to talk with Robert as he talks in a financial language we both can understand.

Overall, an excellent 5 years of performance as a trusted financial adviser. A 10 Star Rating.

My wife Fiona and I have been clients of Rob Goudie for just over 12 months. We have found his advice has been common sense, his understanding of our needs comprehensive and his attitude both friendly and professional. We have a young family and our confidence in Rob has meant we have peace of mind about our financial affairs. Rob is a realist, he knows he won’t get everything right all the time, but the principles that are laid out at the beginning mean we know we are on the same wave length. This means we get to spend more time on the trampoline with the kids than trying to make sense of the ever changing domestic and global investment environment.

The important thing for us was to find some flexibility which allowed us to secure our lifestyles appropriately whilst not being too damaging to our weekly financial allowances. After working closely with Ashley the suitable services were found. The process which Consortium Private Wealth developed to work with us allowed us to feel comfortable and confident throughout. We were continuously communicated with and provided with a number of options which allowed us to achieve a very satisfactory outcome. We continue to be impressed with the professionalism of the Consortium Private Wealth team and we look forward to continuing our relationship and are comfortable in recommending others to also turn to Consortium Private Wealth for their financial solutions.

Over a period of 15 years, Robert has managed and taken care of any of my financial concerns and given me clear explanations regarding my situation, always offering sound advice. Robert has gone beyond the ‘call of duty’ in many instances for me. His professionalism is outstanding, and I would not hesitate to recommend his services together with his team. If you are looking for trustworthy financial advice, then Robert Goudie at Consortium Private Wealth is the person to see.

I am an auditor of and mentor to, financial planning businesses throughout Australia. To this extent I have provided consulting services to some 31 Australian Financial Services Licence Holders reviewing the activities of some 800 financial advisers. Occasionally I come into contact with a business whose method of operation deserves particular mention. Consortium Private Wealth in Horsham is one of those businesses. It is worth extracting a comment of mine from my most recent review report. “This is a excellent business, extremely well resourced with excellent support staff and an impressive presentation in the community.” Robert provides both holistic and targeted financial planning advice to suit the wide variety of the needs of his clients in order to help them to realise their personal and financial goals. I have no hesitation in recommending Robert to anyone who seeks guidance in financial matters.

I have never had any complaints with the service that Robert Goudie and his team give, There has always been a genuine care and consideration given to my families financial future. To me Robert Goudie is my financial guardian angel. Not to mention the relief many years ago when all that share market mail stopped piling up on my kitchen table. Thank you.

Over the years I have worked with many financial planners helping their clients with the construction and management of share portfolios. As part of this work I have come to know Rob Goudie and his team particularly well. Through the Wimmera Investment Club, which they run and I have spoken at over many years I have also come to know many of his clients. The time Rob and his team take to educate their clients in relation to all aspects of investing and financial planning through forums like the Investment Club is very impressive and something that there should be more of. The familiar faces I see each year when I speak tell me that clients are happy and well looked after. Robert’s preference for direct investments with professional portfolio management and administration systems standing behind his clients’ portfolios means that he is able to run effective low cost portfolios for his clients. This combined with the friendly help from the team in his office mean his clients are not only well looked after but well placed to understand exactly what is going on with their investments. The importance of this I think, cannot be underestimated.

I was finding it increasingly time consuming to manage our investment portfolio. By engaging Consortium Private Wealth administration and advice service’s it has now resulted in significant time savings, reduced administration and increased transparency. Easy access via the web site ensures the ability to monitor the progress of our investments and maintain control over our finances with out the worry of the day to day administration.

The advice provided by Rob Goudie saved us from making a very dangerous financial decision and we will be forever grateful for his prudence and words of caution. Rob’s vision was for the long term whilst we were caught up in the excitement of making a very nearsighted and emotional decision which would have left us in an extremely precarious financial position. Rob’s approach is ‘slow and steady’ but will see us reaching our financial goals within five years and will leave us in a much more secure position with less debt and a better work/life balance which is important for our family. Rob has consistently listened without judgement and offered solutions that are attainable. The targets that he has set for us have been realistic and the long term outcome will be worth the small sacrifices along the way. We trust that Rob has our best interest and the interests of our sons at heart and that he has sought to protect us with our insurance policies and help us to provide for our children with our future investments. We cannot thank Rob enough for his counsel.

On our retirement 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.

Extremely professional and personal staff and business, with my personal aims goals and achievements in mind when dealing with me. Could not thank both Robert and his staff enough for countless hours spent looking after my financial affairs, of which I could never have managed. Our family owes a great deal to Robert Goudie and his advise and the advise and help of his brilliant staff.

Consortium Private Wealth have been advising me on various financial issues over the last few years, both personally and within my business activities. Robert Goudie is dedicated to providing the very best service and advice in all aspects of the financial industry, and has proven time and time again to go well beyond the expected level of service that one may receive elsewhere. Robert and his team have assisted and guided me in all aspects of my financial planning needs, making this process trouble free and in the end, I am extremely pleased with a very satisfying result. Consortium Private Wealth are to be commended for their Integrity, professionalism, dedication, excellent communication skills and attention to detail, making my life so much more comfortable. I have absolutely no hesitation in recommending the services of Robert Goudie and the team at Consortium Private Wealth to potential clients for their common sense financial planning advice.

Robert Goudie has consistently provided my husband and I with sound, realistic and effective financial advice. He has allowed us to take better control of our finances, to ensure that our young family is well protected, and to begin to invest for our futures. We couldn’t recommend him more highly as a financial adviser.

After being captivated by the initial euphoria of the financial benefits of participating in a SMSF, my aspirations were soon shattered by a complete lack of financial expertise as well as non disclosure of performance by my former provider. However, l then met Robert Goudie who transferred my SMSF to Consortium Private Wealth administration and advice where, together with the assistance of his competent staff, immediately proceeded to rectify the financial disaster they inherited and once again revived my financial dreams. They provided full transparent disclosure of the funds performance together with any associated financial advice required for a carefree retired lifestyle

We have known Robert for the last 20 years and believe he comes from a good family. Robert is friendly, kind and a true gentleman. We feel that Robert has efficiently guided us in a genuine and correct direction regarding our insurance and superannuation needs. We are very pleased with the level of support, kindness and professionalism shown by all staff in the office and would also like to thank you for your constant feedback, communication and caring advice.

We have found Rob approachable, encouraging and knowledgeable. We enjoy working with him to achieve our goals. As well as specific advice to clients Rob keeps in touch regularly with general advice to his clients. Thanks to Rob and team!

We recently approached Rob to overview our financial position after moving to Horsham from interstate and never really having a good handle on where we would be if the worst happened. We found Rob and his team to be very friendly, helpful and treated us with respect when our “financial intelligence” was lacking. Their attention to detail and common sense approach to these matters was extremely comforting. I know that if we need to make a claim against any of our policies, that Rob and his team will be there to guide us along the way – hopefully removing some of the stress in those difficult times. Keep up the good work!

After a lifestyle change of direction several years ago, we found our family looking around for financial advice on succession restructure of the family business and private investments. We interviewed several financial advisers and while they were informative we were all greatly impressed by Robert’s enthusiasm and professionalism in striving for the right outcome for us. Robert’s professional approach, knowledge, down to earth language and contacts form a solid base and is echoed by his friendly staff in the Horsham office and was a great comfort at this time for our family. The inclusion in to the Wimmera Investment Club is an unexpected advantage that has helped with an increased understanding of the financial world around us. We have no hesitation to recommend others to contact and talk to Robert as he and his staff are only a phone call away and are always courteous, helpful, friendly and approachable.

Robert Goudie has been of incredible assistance to me since connecting with him before I retired and then his professionalism, honesty and integrity since cannot be questioned. I now live in another a state and he is always updating me personally ( phone or email ) as to trends and general advice re my investments. Highly recommend him.

After many shopping sprees to find a financial manager that we felt comfortable with we selected the Consortium Private Wealth. We have found Robert and his team to be extremely friendly and courteous and easy to approach. It is our belief our financial needs have been addressed in a professional manner and all our questions answered truly and honestly. We have our utmost trust in Robert and his team.

We were fortunate enough to be referred to Rob Goudie by our long term accountants. We required specialist advice and urgent assistance to develop and implement a succession plan to restructure the family farming business. Recommendations were also needed to assist us in gaining aged care for a loved one in the family. Rob’s knowledge of the aged care industry, farming business and the Department of Veteran Affairs enabled a fair and speedy transition to aged care. Rob negotiated with a number of relevant parties on our behalf. His persistence and professionalism in dealing with often bureaucratic third parties ensured the best result. We’d have no hesitation in recommending Rob’s services.

Rob provides honest, reliable advice that’s appropriate for our current financial position. He’s extremely approachable, friendly and professional. We highly recommend his services.

We arrived in Horsham in 2009 and because we came from Germany, we had no idea of the best strategies to use within the Australian financial and insurance systems, which is different to the German systems. Robert was very patient while helping us to find a strategy they we are very confident with. Choosing Rob as our Advisor has already proved to be an excellent decision, we are very happy to have him as our planner and now our friend. We wish Rob and his team all the success they deserve.

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 and found him to be very understanding and approachable. He made sure he took the time to explain all aspects of his advice and showed great patience in his explanation during the times that we didn’t understand something at first. He has a very caring manner and made sure he identified all of our needs. Robert is reliable, approachable, and trustworthy, all the things you need in someone who is going to be involved in your business for a very long time. We have recommended Robert to our friends and family and are confident to do so.

We are very confident & comfortable in Rob’s advice, he is pleasant and we would recommend his advice to anyone. He also manages our son’s financial affairs and they are very happy about Rob’s advice. It is pleasing to us as Russell’s parents that his financial future is in fine hands.

I was greatly helped by the staff at Consortium Private Wealth and am very happy at the service.

Whilst preparing for my impending retirement, I approached several financial advisers but I was not completely satisfied until I met with Robert Goudie. He worked with my accountant to set up a Self Managed Super Fund with which I feel very comfortable. Rob has a very honest and friendly approach and I feel he is genuinely working towards improving my financial position. I have no hesitation in contacting Rob or his willing staff with regard to questions or concerns I may have. Rob and his staff have taken considerable pressure from me particularly during a recent illness I have endured and I feel thankful and have great trust in his guidance and services. I wish Rob and his team all the best for the future and I would willingly recommend him as an efficient and professional financial adviser.

Being clients of Robert Goudie’s for a number of years now, we have always found him and his staffs professionalism and customer service to be of the highest standard. We first spoke to Robert in 2003 when we decided to retire from farming. After the very first visit we had great confidence in his planning skills and immediately had him draw up a financial plan which suited us. To this date we are extremely happy with the excellent service he provides, and are regular attendants of his Investment Club meetings which we find informative and enjoyable. We have recommended Robert too many of our friends and have great confidence in recommending him to anybody in the future.

Robert Goudie has been our financial adviser since he started his business over 10 years ago. In the early years I was working and now have retired, Robert has guided us all the way. We have found him very approachable, friendly and trustworthy and able to explain all queries in a manner that we understand. We live out of Horsham and when we need advice we contact him – he never hesitates to explain any queries over the phone to us. Choosing Robert as our financial adviser from his beginning has proven to be an excellent choice and I have never thought of seeking another financial adviser.

It may sound like a cliche, but it must be said that if you need any financial advice Robert Goudie and his staff are the answer. Almost 10 years ago I transferred my superannuation portfolio into Robert‘s hands, with one of Robert’s first recommendations being that I take out an Income Protection Policy. The cost seemed slightly high with monthly payments, however as with any insurance, it’s only when it’s needed that you realise whether the money you have spent is worth it. WORTH IT, was an understatement when I became ill and unable to work, with two children and a wife to support. The income protection policy Robert had recommended has definitely saved my family from extreme heart ache and financial despair. Robert’s expertise, honesty, knowledge and professionalism, is what has saved my family and I from what I could only describe as poverty. The cost of an income protection policy may seem to some, expensive and a waste of money, yet those same people, more than likely have comprehensive insurance on their car. At best that may save them up $50,000. This is pittance compared to the cover that an income protection policy will give, in both monetary and personal support. I have been unable to work for over 5 years now and still manage to support my family with the aid of my income protection policy.

As clients of Robert Goudie we have no hesitation in recommending his financial services. We find Robert is always available, honest, friendly and very professional when dealing with our families financial needs. He is patient and prepared to listen to our queries and concerns, his staff are also very efficient, courteous and prompt. Robert has worked with us to design a portfolio within our Self Managed Super Fund giving us tax advantages, investment flexibility and an ongoing income into retirement. We have been clients of Roberts for many years and feel confident in associating our business with him.

Would you like to get into the stock exchange or setup a Self Managed Super Fund but feel like it is all numbers and scary to attempt yourself? Do you wish you had someone who was on your side wanting you to do well? Then Rob and his team can make these things easy to understand and all you have to do is listen. Rob Goudie, put very simply, makes understanding your finances easy. We are still in control of our funds, but the red tape and the financial lingo is smoothed over for us by Consortium Private Wealth. Rob and his team are ultimate professionals who are amazing to deal with and we could not wish to find better service anywhere. It is so nice to feel we are on track and focused and more in control of our money than ever before. So it is easy to write a testimonial for a team that we have true and honest feelings for, that are professional and helpful and willing to go that extra mile.

Robert has been our financial adviser since he began his business some years ago. He was extremely helpful when we retired from farming and when I introduced my mother to Robert she was also impressed with his friendly and professional manner. At one of the Wimmera Investment Club information sessions run by Robert, a guest speaker covered saving on nursing home fees using an example that matched that of my mother’s situation. As this was a rare case Robert did a lot of research and met myself and my Mum on several occasions and explained the benefits of the new plan in a way we could understand. We now have confirmation from the Department of Health and Ageing that her saving’s are considerable. We believe that Robert’s efficiency is to be admired.

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 soon to be married he gave us advice which suited our plans, goals and stage of life. Through Consortium Private Wealth Investment Club meetings, we have been able to see how diverse Rob’s clientele is. This shows us that he will be able to continue this high standard of advice as our portfolio grows and as we strive towards new goals. The rest of the staff at Consortium Private Wealth are friendly and are a pleasure to deal with. I am a big fan!

Robert was recommended to us by our accountants when we were seeking a financial adviser. We have been entirely satisfied with the advice and planning he has done for us and we have appreciated his genuine desire to do what is best for our future. It is always a pleasure to have a chat with Rob as he talks in a financial language we understand. The staff at Consortium Private Wealth add to a friendly and happy environment. We would sincerely recommend Rob & Consortium Private Wealth to anyone who needs financial planning and advice.

I have been a client of Robert Goudie since 1992. During this time the products and services have changed but continued to grow without the level of care and advice being sacrificed. I have recently become a user of the online program which allows me to monitor my investments in greater detail. I am sure that Robert and his staff will continue to guide me with financial decisions.

In the time we have had Robert Goudie as our adviser we have always found him friendly and approachable. Robert is always ready to advise, yet there has never been any pressure to follow him. His methods have made for ease of administration of our super investments, even though we live some distance from Horsham. We feel we have full control of our funds with Robert always a willing listener and he has given us confidence to make decisions. Under Robert’s guidance we have seen our investments grow steadily at realistic and satisfactory rates, well above what we would have imagined had we gone it alone. Robert has helped us by giving us a strong understanding of the intricacies of the share market and the benefits of the service he provides.

My desire to lower the fees of an investment asset and to reduce my ongoing tax costs has been met by the use of your Separately Managed Account (SMA). Your SMA investment structure allows me to own direct Australian and International shares allowing me to follow its progress in more detail while at the same time use your expertise as an investment advisor.

I was finding it increasingly time consuming to manage our investment portfolio. By engaging Consortium Private Wealth administration and advice service’s it has now resulted in significant time savings, reduced administration and increased transparency. Easy access via the web site ensures the ability to monitor the progress of our investments and maintain control over our finances with out the worry of the day to day administration.

As clients of Consortium Private Wealth, we find Robert to be very honest and professional when dealing with our finances. He is always accessible and prepared to listen to the client’s queries and concerns. Robert has worked with our accountant to give advice regarding the set up our Self Managed Super Fund and designed a portfolio which best suits our needs. Robert’s advice has given us tax advantages, investment flexibility and more control than we might otherwise have had. We have dealt with Robert for the last 15 years and have no hesitation in recommending his financial services.

I have been pleasantly surprised by the professionalism and approachability of Robert Goudie and his staff. We are very fortunate to have a financial service of this quality in our region. The comprehensive website gives me an up to date transparent view of all transactions and ease in accounting at the end of the financial year. Robert’s enthusiasm doesn’t waver and I know choosing him as my financial advisor was the best move I could have made to weather the current financial climate. Thankyou, I remain calm.