Financial planning for forward-focused families

Make every moment and every dollar count

You don’t want to be stuck on the hamster wheel forever, but between work, family and life’s endless to-do’s you don’t have the time or headspace to focus on your finances.

  • Should we put money away for the kids’ education or to help them buy a car?
  • Should we be paying off the mortgage or putting money in super?
  • Can we still afford our family holidays?
  • What if something happens and I can’t work?

At Consortium Private Wealth, we help you answer the ‘should we?’, ‘can we? and ‘what ifs?’ that are on your mind.

family financial plan

Cut through
the chaos

Say goodbye to financial confusion. We break down complex concepts into clear, understandable language, helping you make informed decisions.

financial advice for families

Enough with
the Joneses

Feel the power and peace of mind that comes with total financial understanding and control.

financial planners for families

Your money,
more mileage

No more tossing and turning over money worries. Feel at ease knowing you’re making the most of every dollar.

It’s all about balance—savour today and save for tomorrow

Where do you see your family in the next 10, 20, 30 years? Let’s work together to ensure your finances are geared up to make that vision a reality.

Life throws curveballs. Let’s build a financial safety net, ensuring your family is secure, come what may.

Dreaming of being mortgage-free sooner? Let’s work together on smart strategies to knock off that home loan faster and free up your finances.

Children’s education is a priority. Let’s plan for it, ensuring you have the funds ready for their academic journey without strain.

Get a clear, honest picture of your income and outgoings. Together, we’ll organise your finances and get your money working on autopilot.

Let’s optimise your superannuation, ensuring it’s working hard for your future.

Together, we’ll carve out a saving strategy ensuring your family’s funds are growing and accessible for future needs and goals.

Let’s look ahead and lay down the tracks for a comfortable, enjoyable future with investment strategies that align with your goals and sleep-at-night factor.

family financial planning

A simple, structured path forward

Growing, protecting, and enjoying your money is better with an experienced financial advisor in your corner.

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Luka Zetovic
4 August 2026
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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.
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Jack Wojtowicz
23 June 2026
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Rob is great at explaining and considerate in the advice he gives. Had a really good experience.
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Colin Grant
30 April 2026
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The team at consortium wealth Horsham have been wonderful to deal with, knowledgeable, experienced and have advised us faultlessly, would thoroughly recommend
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Alistair Pace
11 January 2026
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My partner and I had an online meeting with Rob. He was honest, helpful, and clearly has a vast wealth of knowledge. Cheers 🙏🏼
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cristian vargas
6 January 2026
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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
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Jakob Butcher
27 November 2025
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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!
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Jackie Tomich
17 November 2025
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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.
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Jamie
16 November 2025
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A truly knowledgeable and valuable team. Provides clear, strategic advice that makes a real difference. Highly recommend!
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Angela Spackman
11 November 2025
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Excellent service ! Ashley is very pleasant and relatable. Always responsive, professional and knowledgeable .We highly recomend Consortium Private Wealth.
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Lauren
25 October 2025
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Professionals speaking in plain English with no judgment
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daneanth
6 October 2025
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Very professional, listens well, provides sensible advice. Can’t speak more highly of Rob and his team
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Peter Fleming
25 September 2025
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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
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Maree McAllister
21 September 2025
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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.
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Steven Phang
2 September 2025
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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.
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Henry Pham Vu
5 August 2025
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Robert was incredibly knowledgeable and genuinely passionate about what he does. Very useful and educational. Keep it up, Robert!
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Mark Szolga
4 August 2025
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⭐️⭐️⭐️⭐️⭐️ 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.
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Alana Toll
13 July 2025
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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.
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Tohit Khan
30 June 2025
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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.
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Katy Kube
11 June 2025
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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.
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Emma Hills
11 June 2025
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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!