“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 family’s 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. Thankyou.”
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, he gave us advice which suited our plans, goals and stage of life. The rest of the staff at Consortium Private Wealth are friendly and are a pleasure to deal with. I am a big fan!
“Olivia has given me advice in areas including, self-managed super funds, on tax effective investments outside of super and reviewed my existing life insurance cover to see if it was cost effective and still suited my needs. Olivia was able to explain things to me in a clear way. Through Olivia’s knowledge and experience, I feel very confident that the advice given was right for my needs.
It may sound like a cliché, 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 heartache 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.
“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 detail, a great person to deal with. Very happy with my association with this company.”
“Ashley was very professional and friendly and answered all questions posed in relation to aged care and associated areas in relation to care of my father. I left the appointment with my mind at ease and a clear path of direction. Highly recommend”
“Olivia was very informative and professional in supporting me on my wealth journey. Olivia was able to explain information clearly and made sure I understood throughout our discussions. Olivia displayed her confidence, skills, knowledge, and passion within her work, and she was very supportive. Olivia provided a summary of our discussion and provided options that best suit my situation. I would recommend Olivia to others.”