“Olivia has been nothing short of amazing. I am new to investing in shares and Olivia is able to communicate to me in a way that I can understand clearly. I am confident in Olivia’s ability and knowledge to assist me with my finances, and it is always a pleasure to speak to her. Thank you for all that you do.”
“Despite being first timers to a financial planning service, Rachael was able to patiently explain how different strategies worked and then tailor a plan specifically to suit our requirements. This was done in an informative and no pressure manner, with Rachael at all times answering our concerns and newbie questions with prompt, friendly and non-condescending knowledge. I feel very confident going forward, that with Rachael’s strategy our financial future is in a safe and prosperous state. Three cheers.”
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.
“Found Ashley very knowledgeable and informative with the information he was able convey to my wife and I. He was able to help us planning for the future and put us at ease.”
“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.”
“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 Rachael 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.”
“Professional, calm, listened and was supportive of my personal decision making so far. I felt incredibly comfortable discussing sensitive info with Ash in my first consultation. Recommend.”