Robert Goudie

Consortium Private Wealth

Platinum
24 Yrs Experience
Horsham, VIC 3400
Thanks for dropping by my profile! A bit about me: My passion is to work with Self-Managed Super Fund Trustee’s and other Motivated Investors who love having control and input as to how their money is invested for their future. For the past 20+ years I’ve been working as a financial advisor helping superannuation investors, small business owners (including farmers) and direct share enthusiasts on how to take back control of their financial situation from the banks and the large institutions. BTW... In case you're wondering. No, there are no “get rich quick” schemes here. The advice I give is based on commonsense that my clients understand and that gets results. No fluff, no hype.  What Next? * If you want to find out more about what I do, you can contact me on email rob@consortiumpw.com.au or 03 5382 3460. * If you’re keen to see the way I think check out our YouTube channel which is filled with great financial tips and investment advice.  * You may like to download our free educational publications:       Plus online courses and more can be found at our website.  Look forward to chatting. Cheers, Rob

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.80
  • Number of reviews 206
  • First year providing advice 1998
  • Years of experience 24
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Consortium Private Wealth

24A Darlot Street
Horsham, VIC 3400

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Consortium Private Wealth

AFSL 495401

4.80
206 Reviews
5
4
3
2
1
4.80
Clear communication
4.75
Knowledge & expertise
4.85
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 206

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5.00

"Rob was very friendly, approachable and has a great wealth of knowledge. He guided us through our portfolio with ease, explaining everything along the way and offering his advice."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Rob was very professional and easy to understand his advice. He provided some great ideas and advice and was easy to talk to."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robert was able to give us advice on our share portfolio. His explanation was clear and his understanding of all areas of investment was very good."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My wife and I recently visited Consortium to seek preliminary advice from Robert on preparing for retirement. We were both extremely impressed with Robert's generous time allocation, the practical immediate steps we should take with our arrangements to place ourselves in a much better financial pre-retirement position and the clearly explained spreadsheet scenarios. We were very happy and will return. Bernie & Karen"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"If you need solid advice or information on finance, Robert is your guy. Why? He is trustworthy. And if you have solid and clear goals, he can show you how best to get there. He has a lot of experience, not afraid to educate if you see yourself in need of education, and if you put in the effort - he will stand at your corner and support you. We all know that finance can be quite confusing sometimes. It's just how the world is. But anyone can overcome the confusion. If you want to advance on your goals clearly and efficiently, it's a great idea to reach out to him and see what he can do for you!"

  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robert gave us advice on how to manage our super funds leading up to retirement. He explained this very clearly to us both and answered our questions well. He gave us good advice about our mortgage also. Thanks for the great help and attention you gave us both Tania and David"

  • Superannuation
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Robert was very helpful and easy to understand. He gave us some good tips and information on managing our asset's and debts. He gave us his full attention and was very friendly."

  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Robert was great, and straight to the point. Definitely put us on the right path and would highly recommend."

  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Robert was excellent in explaining my needs and goals for my superannuation to grow in the future. Robert's advice was clear cut and made it easy for me to understand. I look forward to doing business with Robert in the future. Andrea West"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 206

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2011

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2021

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
Associate
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