W McInnes

Robert has been an absolute blessing since he became my advisor. I can’t 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 family’s 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 who employ wonderful women in my community. 

Similar Posts

  • Rob, 56 – 65 years

    “Rob’s first-rate advice and service has assisted us greatly with the planning, setup and management of our finances for retirement. Highly recommended.”

  • Carol, 65+ years, Horsham, VIC

    “Olivia has given my husband and I advise in relation to a super fund that will shortly cease and the different options available to us for the money accrued. She…

  • Greg, 65+ years, Quantong, VIC

    “Advice on self-managed super funds was clear and concise, Olivia’s knowledge on this subject is very broad and complete. Olivia is a people person with genuine care and attention to…

  • H Reed

    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…

  • P Hewitt

    After losing faith with my previous financial adviser, a trusted friend recommended I meet with Robert Goudie from Consortium Private Wealth. With Robert’s practical advice and SMSF administration services I…

  • Sally, 46 – 55 years, Edenhope, VIC

    “Highly recommend Olivia (and Rob) at CPW. Olivia gave us tailored advice that we will reap the benefits of come tax time. Olivia and Rob gave us an outline of…