Positive
Reviews above 3.0 stars
Negative
Reviews below 3.0 stars
Average
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About me
Hi,
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 that gets results. No fluff, no hype. My weapon of choice... is always commonsense. If you don’t get it we
don’t move ahead until you do. AND investing directly by avoiding bank products, reduces fees, saves tax and gives you control.
What Next?
1. 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.
2. If you’re keen to see the way I think check out our YouTube channel
by clicking here where we have our video series that covers many financial topics.
3. You may like to download our free educational publications:
•
NEW Online Courses:
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• Free Publications:
Cheers,
Rob
Authored by me:
Reviews
4.8
out of 5 starsRenee
Under 35 years old"Robert gave me advice that helped me on my financial journey, when he could have chosen to take my money. Instead he guided me on the correct path and I am very grateful. "
26 Dec 2020david
65+ years old"You have done well for me and I think I am well placed for future growth. "
11 Aug 2020Emily
Under 35 years old"Rob explained everything very clearly and as a young client he has helped me look forward to my financial future and I know I will be supported."
05 Jul 2020Roy
65+ years old"Seeking advice on finance required to retire, Rob covered all of our concerns and gave us confidence to proceed with the funds we have to succeed in our business and retire. We accept that circumstances can change ."
12 Jun 2020BAILLIE
Under 35 years old"I recently decided to take a look into the share market and learn more about trading . Rob helped greatly by explaining things clearly and simply and educating me on potential things to look out for. Communication as fast and professional. Through Rob's knowledge and years of experience I felt confident in making the right investments for my future. I recommend Rob to anyone looking for advice relating to investing."
14 May 2020Josh
Under 35 years old"From the beginning, Rob was extremely thorough with his process of analysing my situation and needs. He explained difficult terms clearly and answered all of my questions with a great sense of knowledge. As a newcomer to investing, I highly recommend Rob as an adviser to help you reach your financial goals. "
13 May 2020Videos
My Expertise
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Budgeting
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COVID-19 Early Super Access PRO BONO
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COVID-19 Financial Hardship
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Growing Assets
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Insurance & Protection
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Managing Debt
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Redundancy
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Retirement Planning
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Self Managed Super Funds
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Small Business Advice
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Superannuation
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Tax Strategies
Key information
- Adviser rating
- Platinum
- Years Experience
- 23 Years
- Highest qualification
-
SMSF Specialist Advisor (SSA)
- Industry Memberships
-
2 total
- Address
- 24A Darlot Street
Horsham, VIC, 3400 - Location
Like to know more?
I'm committed to providing quality service and meeting your needs.
Ownership Structure
-
Company
Consortium Private Wealth
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Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee
Consortium Private Wealth Pty Ltd
-
Licensee owned by
CONSORTIUM PRIVATE WEALTH
My Qualifications
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Financial Advice Regulatory and Legal Obligations - Bridging (2020)
Level of Qualification: Training / Exam / Other
Institution: Kaplan Professional
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Client Engagement Skills (2020)
Level of Qualification: Training / Exam / Other
Institution: Kaplan Professional
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Ethics and Professionalism in Financial Advice - Bridging Course (2019)
Level of Qualification: Training / Exam / Other
Institution: Kaplan Professional
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SMSF Specialist Advisor (SSA) (2011)
Level of Qualification: Level 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution: SMSF Association (SMSFA)
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Certified Financial Planner (2002)
Level of Qualification: Level 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution: Financial Planning Association (FPA)
My Memberships
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Financial Planning Association (FPA)
Level of Membership:
Associate
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SMSF Association (SMSF)
Level of Membership:
Associate
My Fees
- Personal Advice
- N/A
- Ongoing Advice
- N/A
- Details
-
N/A
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
Renee
Under 35 years old"Robert gave me advice that helped me on my financial journey, when he could have chosen to take my money. Instead he guided me on the correct path and I am very grateful. "
26 Dec 2020Customer opinions
david
65+ years old"You have done well for me and I think I am well placed for future growth. "
11 Aug 2020Customer opinions
Emily
Under 35 years old"Rob explained everything very clearly and as a young client he has helped me look forward to my financial future and I know I will be supported."
05 Jul 2020Customer opinions
Roy
65+ years old"Seeking advice on finance required to retire, Rob covered all of our concerns and gave us confidence to proceed with the funds we have to succeed in our business and retire. We accept that circumstances can change ."
12 Jun 2020Customer opinions
BAILLIE
Under 35 years old"I recently decided to take a look into the share market and learn more about trading . Rob helped greatly by explaining things clearly and simply and educating me on potential things to look out for. Communication as fast and professional. Through Rob's knowledge and years of experience I felt confident in making the right investments for my future. I recommend Rob to anyone looking for advice relating to investing."
14 May 2020Customer opinions
Josh
Under 35 years old"From the beginning, Rob was extremely thorough with his process of analysing my situation and needs. He explained difficult terms clearly and answered all of my questions with a great sense of knowledge. As a newcomer to investing, I highly recommend Rob as an adviser to help you reach your financial goals. "
13 May 2020Customer opinions
Rosie
65+ years old"We were very impressed with the effort undertaken by Robert to grasp the brief outline we gave of our circumstances and to then give us advice with finance matters as they stand at this time."
29 Mar 2020Customer opinions
Brian
65+ years old"Rob gave me his full attention and clear and concise advise. I am very confident that the advice I received was the best for the situation. Thank you"
27 Mar 2020Customer opinions
Julie
46-55 years old"Robert has given me advice in the areas of self managed super funds, loan products and managing debt. Robert always explains things to me in a clear way. Through Roberts knowledge and experience, I feel very confident that the advice given was right for my needs. I have always received Roberts full care and attention when I needed it. "
05 Mar 2020Customer opinions
Malcolm
65+ years old"Robert has given me advice on succession and the likely decision that Centerlink would make concerning my transfer of farm assets to a family member. He suggested that I should contact a Centerlink Financial Adviser as a further step in my attempt to get a pension. I found that Robert was friendly and courteous and I felt that he was genuinely interested in giving me the best advice for my situation. The atmosphere at the meeting was relaxed giving me the feeling of confidence of trust that the advice given was genuine."
03 Mar 2020Customer opinions
JILL
56-65 years old"Over the years Rob has given advice in areas regarding our business finance, setting up our self managed super fund and managing debt within our business. I have always found Rob to be extremely knowledgeable and keen to make sure that we understand the advice that he has provided. He has also been very efficient in dealing with our accountant when this has been necessary, thereby streamlining any matters that need dealing with. I also appreciate that Rob is not pushy with his advice and gives you the opportunity to make your own decisions based on the information you receive. "
12 Feb 2020Customer opinions
Mark
56-65 years old"Robert has consistently provided high quality advice to me in the management of our self managed superannuation fund. The advice is practical, easily understood and takes into consideration our longer term financial goals, our risk profile and our current needs. He is a great sounding board and l value being able to partner with him to above market results over the long term. I’m very comfortable recommending him to family and friends"
06 Feb 2020Customer opinions
julia
35-45 years old"Robert has given us advice on managing our funds for our future success. We were able to clearly understand the scenarios regarding investment and budgeting that will lead to a sound investment in our future. We Highly Recommend Robert for his professionalism, knowledge and experience. "
08 Nov 2019Customer opinions
Mark
46-55 years old"My wife and I recently met with Rob for advice on strategies to reduce the tax I pay and guidance with reducing our mortgage vs salary sacrificing into super. Rob provided great strategies and general advice to achieve our goals. We now feel more confident in transitioning into retirement with enough funds available to maintain our lifestyle. We would highly recommend Rob's services to anyone looking for financial advice. "
03 Nov 2019Customer opinions
Debbie
56-65 years old"My husband and I originally spoke with Rob approximately four years ago when we started our relationship. We both came into the relationship carrying debt with no assets from previous relationships, Rob was able to provide us with general advice and guidance to assist us in clearing the debt. We have now cleared our debt, built a new home and recently touched base with Rob again for assistance with looking towards clearing the mortgage and retirement planning. We felt Rob's advice met our needs perfectly with the strategy he discussed is now being implemented. We would highly recommend Rob's services to anyone looking for financial advice. "
03 Nov 2019Customer opinions
Craig
56-65 years old"I was at a point in my life where retirment was looming and so i needed some expert advise as to my current and future financial (income and superannuation) position. Rob was extremely helpful and provided the right information which was obviously coming from experience and expertise in his field. Would highly recommend Rob"
23 Sep 2019Customer opinions
Riley
Under 35 years old"Rob has helped me in a number of areas. Myself being a very new client with little to no understanding of how anything worked Rob was excellent in explaining everything in a manner I could understand. I'm more than confident with the advice Rob has provided, and he has my full trust with him for the future. Overall I couldn't have asked for better service."
17 Sep 2019Customer opinions
Ben
Under 35 years old"Plenty of advice and Robert explains things clearly and I am very confident with his guidance."
05 Aug 2019Customer opinions
Scott
Under 35 years old"Rob has been fantastic to deal with from the outset and has continued to show an ongoing interest in my financial wellbeing and ideas. Couldn't recommend Rob more and have already referred many friends in similar positions to get in touch with Rob and his team for advice. "
24 Jul 2019Customer opinions
James
Under 35 years old"Rob offered professionalism, a friendly approach, and personalised service that enabled a strong trust and confidence with the advice and recommendations made. Rob was very honest in his recommendations and always had my best interests at heart. His passion for helping his clients was nonetheless demonstrated at every interaction I have had."
22 Jul 2019Customer opinions
Braedy
Under 35 years old"Very helpful and and left me with a clear understanding of where I need to be and how to get there. "
14 Jun 2019Customer opinions
Lacey
Under 35 years old"Rob was very helpful in setting up my share account. He explained everything well and was happy to answer questions. I felt he made sure everything was tailored to me"
11 Jun 2019Customer opinions
Andrew
Under 35 years old"Was very happy with the advice from Robert and his team. They always took the time to clearly and simply explain the reason and strategy behind the advice "
28 May 2019Customer opinions
Judith
56-65 years old"This was a most pleasant experience. Would recommend to anyone. "
27 May 2019Customer opinions
Billy
Under 35 years old"I would like to thank the team at Consortium financial wealth for there time and advice, which helped me greatly start own my investing journey with more confidence. Robert was able to explain things to me in a clear way. Through Robert's knowledge and experience, I feel very confident that the advice given was right for my needs."
16 May 2019Customer opinions
Andrea
56-65 years old"excellent kind service great advice."
13 Apr 2019Customer opinions
Jenna
Under 35 years old"Rob has advised me on margin lending and share investment over the past few years. I would highly recommend Rob and his team to anyone, for their extensive knowledge and professionalism."
19 Mar 2019Customer opinions
PETER
56-65 years old"I was introduce to Robert through a friend of mine. Due to having a very poor account prior to meeting Robert I had a SMF that was not performing and non compliant. After working Robert and his staff for over 12 months to improve my situation and problems Robert has has now introduced me to a better accountant. After the great work by BCH Accountants and Robert and his staff my SMF is now complaint and has been performing extremely well. When I need anything I just call Robert and it is sorted. I wish I was introduced to him 30 years ago and I would be far better off today."
23 Jan 2019Customer opinions
Lesley
56-65 years old"Robert was kind enough to give me general advise on my financial situation and the implications retirement and the approaching pension age might have on my future. What I was most happy with, was how comfortable I was in talking to him and how honest he was with his answers. I feel confident that should I decide to go further with Robert I will receive good competent advice and care that pertains to my situation."
08 Nov 2018Customer opinions
tim
35-45 years old"Robert had some sound advice in the areas I was intrested in"
01 Nov 2018Customer opinions
Wendy
46-55 years old""Robert has been a absolute blessing since he became my advisor 15 years ago. I cant 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 families best interests 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 this professional Horsham business employ wonderful women in my community. "
28 Sep 2018Customer opinions
Stewart
65+ years old"I was satisfied with my first appointment"
21 Sep 2018Customer opinions
Ginty
56-65 years old"I felt very comfortable during my appointment with Robert. I had put off seeing a financial planner and now wish I had done sooner. He gave me advice which will no doubt improve my financial future. He and the other staff were welcoming and professional. I have already recommended his services to close friends. "
20 Sep 2018Customer opinions
Geoff
56-65 years old"In our initial meeting Robert was able to assess our current situation and proposed several strategies for future financial plans. He displayed a very solid knowledge and gave us confidence to use his services in the future. "
17 Sep 2018Customer opinions
Trevor @ Jeanette
65+ years old"Trevor and I are extremely satisfied with the advice and imformation given to us in the planning of family succession. The suggestions and options given by Robert were very helpful."
02 Sep 2018Customer opinions
Anthony
46-55 years old"Robert was very good in reviewing our insurance policies, & making the right changes to suit our current situation "
31 Aug 2018Customer opinions
Marla
46-55 years old"Would highly recommend anyone needing financial advice to speak to Rob."
21 Mar 2018Customer opinions
Simon
35-45 years old"Rob has given us confidence in our future. He has great knowledge and good delivery. "
15 Jan 2018Customer opinions
Angela
56-65 years old"Knowledgable, professional and gives us valuable down to earth advice for our specific financial situation. We are kept up to date with regular email information that is presented in an easy to understand format. We believe that the company has our best interests at heart."
12 Jan 2018Customer opinions
Daryl
65+ years old"Robert and his staff are always friendly and willing to assist with our needs and the advice we receive is excellent.We would recommend Robert to anyone needing Financial advice."
11 Jan 2018Customer opinions
Dan
56-65 years old"A common sense approach to investment and an understanding of our needs for future retirement Dan 2603"
28 Dec 2017Customer opinions
Susan
65+ years old"We have been clients of Rob for 15 years- with pre-retirement planning for 2 years and then retirement for the last 13 years. In this time he has managed to grow our investments and enable us to have a very affordable lifestyle in retirement. Thankyou Rob !! "
22 Dec 2017Customer opinions
Leanne
46-55 years old"Robert is very passionate about the share market and provides valuable advice. Also very accessible and willing to have regular face to face meetings "
21 Dec 2017Customer opinions
Arnold
56-65 years old"Robert is friendly and considerate."
21 Dec 2017Customer opinions
Dianne
56-65 years old"Rob and his team could not be more friendly or helpful and we found explained everything in 'our language'."
21 Dec 2017Customer opinions
Ray
56-65 years old"I've always found Rob's advice to be sound and well thought through. He readily makes himself available when needed and his background knowledge is always valued."
21 Dec 2017Customer opinions
Rudi
35-45 years old"Rob gives unbiased, honest advice. His attention to detail is remarkable, his knowledge is exemplary, and Rob and his team give first class service."
21 Dec 2017Customer opinions
John
65+ years old"Robert and his staff are easy to contact and ready to listen and give advice."
20 Dec 2017Customer opinions
Kelly
Under 35 years old"Highly recommend Rob for all investment and share portfolio advice. First class service and easy to understand advice. "
20 Dec 2017Customer opinions
mat
56-65 years old"He has been advising on super and shares "
20 Dec 2017Customer opinions
John
56-65 years old"Rob is always easy to talk to and eager to help"
20 Dec 2017Customer opinions
Pamela
56-65 years old"Robert and his team are very supportive and knowledgeable in the field. I feel confident with their advice."
20 Dec 2017Customer opinions
Jemma
Under 35 years old"Roberts was very knowledgeable and helpful with advice given. Robert covers areas upon discussion that my partner and I had not even thought about and explained the need to know these things while assisting us with our questions. "
10 Aug 2017Customer opinions
Helen & Nolan
65+ years old"Robert was very informative and could understand very simply his explanations"
09 Jul 2017Customer opinions
dennis
56-65 years old"professional man great bloke top service"
05 Jul 2017Customer opinions
James
65+ years old"Robert was able to explain why he either dispelled or approved of the options I had planned for the short term future of my business."
02 Jul 2017Customer opinions
therese
65+ years old"I can't speak highly enough of the quick responses and actions of both Robert and his co workers as time was of the essence. The information, whilst I was overloaded they patiently re explained the processes. Nothing was any trouble and they made me feel at ease."
30 Jun 2017Customer opinions
Graeme
56-65 years old"Easy to talk with and explains things in a way I understood."
27 Jun 2017Customer opinions
Tracey
56-65 years old"Excellent service"
26 Jun 2017Customer opinions
Anthony (Tony)
56-65 years old"Having a financial adviser who is trustworthy is a significant part of the adviser/client relationship and something that we value in Rob. He has always shown us the utmost respect and makes every effort to be available to attend to requests and answer questions in a professional and timely manner. Effective communication plays a big part as we are long distant clients. Rob makes sure we are kept up to date with his business activities, the market and investments through emails and videos "
26 Jun 2017Customer opinions
Kathryn
56-65 years old"Thanks Rob for your advice."
25 Jun 2017Customer opinions
Katelyn
Under 35 years old"Rob and his team epitomise professionalism and genuine concern for the short and long term financial needs of their clients. "
21 Jun 2017Customer opinions
Sharon
46-55 years old"Robert was very clear, kind and patient when dealing with my 85 year old mother in law in regards to her current position and possible future needs."
15 Jun 2017Customer opinions
Tracey
46-55 years old"My partner and I visited Meritum and met with Robert to discuss a variety of options regarding financial advice. We were both totally impressed with his personable manner and his knowledge on all questions asked. The advice he gave made perfect sense and will be putting much of it into action.We will definitely visit Robert again and recommend him wholeheartedly."
12 Jun 2017Customer opinions
Vicki
56-65 years old"I thought Robert was great,easy to talk to,explained every thing very well,had great knowledge about what i should do with my super thanks"
11 Jun 2017Customer opinions
keith
46-55 years old"great working with you on super"
31 May 2017Customer opinions
Neil
46-55 years old"Robert is very easy to talk with and always provides financial advice that is clear and easy to understand. He has excellent knowledge of financial investment and strategies to suit any individuals needs for their retirement plans. I have no hesitation in recommending Rob and his team to anyone."
17 Apr 2017Customer opinions
Ashley
35-45 years old"Rob has been our advisor for a few years now and I would highly recommend his expertise to any one."
24 Mar 2017Customer opinions
Melika
35-45 years old"I have no hesitation in recommending Robert as a financial adviser. He has always been informative, friendly and acts in a professional manner with sound advice. Rob and his team are very approachable and keep me informed and updated regularly."
15 Mar 2017Customer opinions
Brian
65+ years old"I find Robert to be very helpful and he has always been available for me when I required advise. I would certainly recommend him to family and friends."
23 Feb 2016Customer opinions
Brett
35-45 years old"Rob has consistently provided my wife and I with thorough and sound advice particular to the season that our family has been in. He has helped us ensure that our family is protected while looking towards the potential for future investment."
21 Feb 2016Customer opinions
Dwayne
35-45 years old"Cannot comment on how well Robert took our individual details, concerns, interest and intentions and translated those into a well rounded plan "
17 Feb 2016Customer opinions
Numfon
35-45 years old"Robert and his team are very approachable with any queries one might have, nothing is too much for them.All queries and questions are followed through very promptly and seen through. everything is always explained in simple words making it easy to understand.Im very happy with services provided over the years and would reccomend him as an adviser to my family and friends "
11 Feb 2016Customer opinions
Sue & Steve
46-55 years old"We have only been dealing with Rob for a short time although are finding his service very helpful and positive. Rob's staff are very friendly and helpful also."
10 Feb 2016Customer opinions
William
65+ years old"Rob is very professional and assist me on every occasion in assisting my financial affairs. He is responsive understanding and advises me to make sound decisions. I am extremely satisfied with the service I receive and have no hesitation in recommending him and his business to others. His staff are also very helpful with demonstrates the business acumen "
10 Feb 2016Customer opinions
Justin
35-45 years old""Great industry knowledge and customer service and follow up that is second to none. Would certainly recommend Robert and his team for financial advice.""
10 Feb 2016Customer opinions
Leanne
56-65 years old"I find Robert very easy to talk too and approach. He is always very helpful and friendly. He always makes you feel very comfortable and is more than happy to answer all your questions. I feel comfortable that what I discuss with him is confidential. He has delivered positive proposals and answers."
09 Feb 2016Customer opinions
Thomas
56-65 years old"I find Robert and staff very friendly and helpful. Robert is easy to approach and explains everything in a way that you fully understand. He delivers an aura of patients and understanding of what you needs are for the future. Very helpful. "
09 Feb 2016Customer opinions
Stuart
46-55 years old"Robert is very easy to talk to and tries to explain things as to be able to understand and his staff are also very friendly and welcoming"
09 Feb 2016Customer opinions
Maree
65+ years old" - easy to understand advice - everything explained fully - very happy with everything"
09 Feb 2016Customer opinions
graeme
46-55 years old"Robert and his staff have been very easy to deal with and always get back to us with answers "
08 Feb 2016Customer opinions
Mary
46-55 years old"Rob is very knowledgable and has great tools to explain investment strategies. We enjoy working with Rob as he understands our investment goals."
08 Feb 2016Customer opinions
Roger
65+ years old"I have been a client of Roberts for many years and his knowledge of the industry is excellent I would recommend him to anyone that needed advice on super or other financial matters "
08 Feb 2016Customer opinions
PHILLIP
56-65 years old"If i need any advice on anything i know i can count on Meritum Financial Group to give me the answers, which gives me peace of mind with my investments. I love the informative videos that are sent through to my email box, so thoughtful to keep us up to date on all things and you explain everything so simply."
08 Feb 2016Customer opinions
Dieter
56-65 years old"Been a client for several years now, I can highly recommend Rob. Dieter"
08 Feb 2016Customer opinions
Brian
65+ years old"I really like the {Dose of common sense] emails & pass them onto my family. I am happy the way Robert set up my finances when i retired. Brian 3585"
08 Feb 2016Customer opinions
Ron
56-65 years old"Robert is a very knowledgeable business person, who is also very easy to meet with and discuss our business and our Self Managed Super Fund requirements. We find him very accessible for our needs. Ron"
08 Feb 2016Customer opinions
Kaye
56-65 years old"I find Robert an extremely easy person to discuss issues with. He is always ready to help if needed. He has a wealth of knowledge to guide us in our Self Managed Super Fund, and generally in our business. Kaye"
08 Feb 2016Customer opinions
Max
65+ years old"Robert did everything we required."
08 Feb 2016Customer opinions
Neil
65+ years old"Please refer to previous review "
08 Feb 2016Customer opinions
Anne
56-65 years old"Rob is very professional and always carries out advice and instructions in an extremely timely manner and is always there to answer any questions."
08 Feb 2016Customer opinions
david
65+ years old"A very open warm and friendly person to deal with."
08 Feb 2016Customer opinions
Adrian
35-45 years old"As a new client of Roberts i found him to be both knowledgeable and proffesional. Thanks for your help Rob."
08 Feb 2016Customer opinions
John
56-65 years old"Have found Robert and staff to be friendly, helpful and knowledgable as and when required. "
08 Feb 2016Customer opinions
Bill & Margaret
65+ years old"Always helpful "
08 Feb 2016Customer opinions
Brian
56-65 years old"Very good service provided by every one of the staff that I have dealt with excellent results so far"
08 Feb 2016Customer opinions
bruce and leanne
56-65 years old"great service all ways willing to help"
08 Feb 2016Customer opinions
graham
35-45 years old"Very happy with the service and advice I have been provided with."
08 Feb 2016Customer opinions
ERROL
65+ years old"Rob is always available and is very easy to talk to. He will always do his best to explain so that you can understand ."
07 Feb 2016Customer opinions
Patrick
46-55 years old"Great team. Pretty good advise in a volatile world!"
07 Feb 2016Customer opinions
LeeAnne
56-65 years old"Happy with Robert's service always easy to deal with, and very knowledgable. Would recommend anyone to go see Robert and his team if you have any financial situations you want him to look after or advise you on. I have been with Robert for approx. 6 years and never had any problems what so ever. Highly recommended"
07 Feb 2016Customer opinions
Robyn
46-55 years old"I find Rob Approacable, Reliable, Friendly and extremely Professional. I can always rely on him getting back to me quicly and i really appreciate his honest straight advice."
07 Feb 2016Customer opinions
David
46-55 years old"I have a long association with rob & have always found him more than helpful with any advice or problems that I needed help with. "
07 Feb 2016Customer opinions
Fiona
35-45 years old"Rob is extremely knowledgable & thorough in his field of investing. Completely trustworthy & honest. Goes above and beyond for his clients. Highly recommended! "
07 Feb 2016Customer opinions
L
Under 35 years old"Professional advice, very friendly staff and consistent ongoing service. Keep up the good work Rob and staff :)"
07 Feb 2016Customer opinions
Keith
65+ years old"Mary and I have found Robert to be engaging and very capable managing our share portfolio. We would highly recommend him to oversee your self managed super fund."
07 Feb 2016Customer opinions
Colin
35-45 years old"Over the last three years Robert has been a positive support for us as we have ventured into our self managed super fund. His ability to explain different options and help balance sound decisions is very reassuring and gives great confidence in developing a secure financial future."
07 Feb 2016Customer opinions
Mat
46-55 years old"Rob is very helpful during difficurl time with my family"
07 Feb 2016Customer opinions
Anthony
35-45 years old"3400"
07 Feb 2016Customer opinions
Simon
46-55 years old"Highly recommended Robert as a financial advisor "
07 Feb 2016Customer opinions
trev
56-65 years old"Easy to deal with"
07 Feb 2016Customer opinions
John and margaret
65+ years old"Robert is friendly and approachable by phone and is person he has a great staff as well"
07 Feb 2016Customer opinions
Robyn
56-65 years old"We have only been customers for the past 3 months but already Rob has enriched our knowledge on so many levels about investment and ultimately a more profitable retirement."
07 Feb 2016Customer opinions
Haydn
35-45 years old"Tom 35 45 investor"
07 Feb 2016Customer opinions
Gabee
46-55 years old"Rob is easy to understand, accessible and knowledgeable in his field. He listens well to our individual circumstance and maps a path that suits our needs. Although I don't understand it all yet, I do like watching/hearing his Webinars. It's always good to learn! Gabee"
07 Feb 2016Customer opinions
wes
46-55 years old"Robert is very professional, honest, and has given us profitable advice. For advice on shares I have no hesitation Robert; he certainly knows his products and the market. "
07 Feb 2016Customer opinions
Heather
65+ years old"Rob has always been very helpful and accessable. "
21 Jan 2016Customer opinions
Ian
56-65 years old"Robert have provided reliable and consistent service throughout our 15 year association, I look forward to many more years to come. "
27 Nov 2015Customer opinions
Ray
65+ years old"Very happy with Robert's consistency of advice and service over many years."
26 Nov 2015Customer opinions
John
65+ years oldN/A
10 Nov 2015Customer opinions
Janice
65+ years old"I have always liked Robs manner and the way he professionally presents himself. I also find Rob very knowledgeable."
04 Nov 2015Customer opinions
Graeme
56-65 years oldN/A
02 Nov 2015Customer opinions
Dean
35-45 years oldN/A
29 Oct 2015Customer opinions
Robert and Nola
65+ years old"We have found Rob to be very thorough and he has always been very approachable. He has sucessfully helped us develop and strengthen our potfolio. "
29 Oct 2015Customer opinions
Brenton
56-65 years old"We have always found Rob to be helpful and courteous, no question is too small or difficult. Always up to date with strategies and advice. The weekly updates and alerts are informative and timely and we appreciate the personal advice and insight he and his team provides."
29 Oct 2015Customer opinions
Ron and Helen
56-65 years old"Rob is very easy to understand, he always greets you with a smile and he is very down to earth. "
27 Oct 2015Customer opinions
Heather
56-65 years old"I've always found Rob to be very knowledgeable and helpful. What I like best is that it doesn't matter if you're one of the richest people around, or a battler - he treats everyone equally. The same applies if you have a simple little question, or need in depth advise."
20 Oct 2015Customer opinions
Harvey
65+ years old"I have always found Rob to be responsive and honest, based on his knowledge. I have always been confident in the advice that he has given. He has also been prepared to follow up or to undertake some of the organisational detail, either personally or through the office."
05 Oct 2015Customer opinions
Janet
46-55 years old"Robert is able to explain the financial and investment industry in a way that I find easy to understand. I have great confidence in his advice and planning abilities for my circumstances. "
01 Oct 2015Customer opinions
Julie
56-65 years old"Rob is always approachable. I would not have been able to do this without him. "
25 Sep 2015Customer opinions
Adrian & Lorraine
65+ years old"Rob is honest and I found him very approachable. He is always there when you need him."
18 Sep 2015Customer opinions
John & Jennifer
65+ years old"Rob is very professional. We have a lot of confidence in his expertise "
14 Sep 2015Customer opinions
Colin & Lorena
35-45 years oldN/A
09 Sep 2015Customer opinions
Linda
35-45 years old"Rob is friendly and give expert advice. I also like the environment Rob provides for meetings"
08 Sep 2015Customer opinions
Ray and Molly
65+ years old"We have found Rob very helpful. We have been clients for 10 years and are very happy with his service. "
03 Sep 2015Customer opinions
Arnold
56-65 years old"We have found Robert to be a genuine and honest advisor who uses a careful approach to handling our retirement superannuation. He is friendly and approachable and his manner instils confidence that he is working for the best possible outcome for us. Arnold and Linda"
01 Sep 2015Customer opinions
John and Lyn
65+ years old"Rob is very efficient and is easy to approach. We have enjoyed working with him over the years due to his enthusiasm "
28 Aug 2015Customer opinions
Graham
65+ years oldN/A
27 Aug 2015Customer opinions
ROB
56-65 years old"Rob's first rate advice and service has assisted us greatly with the planning, setup and management of our finances for retirement. Highly recommended."
21 Aug 2015Customer opinions
Holly
Under 35 years old"Rob is a fantastic adviser who has helped me learn about my financial position. He has shown great knowledge and care for the advice he gives. Overall very pleased and highly recommend Rob! :)"
20 Aug 2015Customer opinions
John
56-65 years old"Rob makes you feel happy within yourself with his advice. "
14 Aug 2015Customer opinions
Robyn
46-55 years oldN/A
14 Aug 2015Customer opinions
Norm and Dot
65+ years old"No Complaints. We are thankful for his services."
13 Aug 2015Customer opinions
Harvey & Lorraine
56-65 years old"Rob is very easy to get along with. We are hoping to have a postive outcome from discussion, with his expertise we are sure of a very good outcome."
13 Aug 2015Customer opinions
Matthew
46-55 years oldN/A
07 Aug 2015Customer opinions
Daryl
65+ years old"Robert has given me excellent advice and assistance in managing our super investments and transition to retirement.I respect his work and highly recommend him to anyone who is in need of good financial advice."
05 Aug 2015Customer opinions
Geoff & Lyn
65+ years old"Rob's advice has been very well received. We are very happy with everything that he has achieved with our supers and investments."
05 Aug 2015Customer opinions
Jenny
46-55 years oldN/A
02 Aug 2015Customer opinions
Olivia
35-45 years old"It was such a pleasure to work with a financial adviser that puts his clients best interest at heart. Mathew & Olivia"
31 Jul 2015Customer opinions
Bill & Pam
65+ years old"We have found Robert to be straight to the point, all above aboard all in a positive manner with any issues that concerns us by phone or in person. "
30 Jul 2015Customer opinions
Ted & Val
65+ years old"Being clients of Robert Goudie’s for well over 10 years now, we have always found him and his staffs professionalism and customer service to be of the highest standard. We first spoke to Robert when we decided to retire from farming. After the very first visit we had great confidence in his planning skills and immediately had him draw up a financial plan which suited us. To this date we are extremely happy with the excellent service he provides. We have recommended Robert too many of our friends and have great confidence in recommending him to anybody in the future."
29 Jul 2015Customer opinions
Olivia
35-45 years old"It was so good to speak to an adviser who honestly has his clients best interest at heart. "
28 Jul 2015Customer opinions
Russell & Ann
46-55 years oldN/A
23 Jul 2015Customer opinions
Noel & Venita
65+ years old"Robert's friendly nature and enthusiasm inspires us. He gives us confidence and the results of our investments are showing this positive trend. We are very happy to continue working with Robert."
23 Jul 2015Customer opinions
Trev & Sue
56-65 years oldN/A
20 Jul 2015Customer opinions
Bob & Marj
56-65 years old"Robert Goudie has been our adviser for seventeen years so we have no hesitation in recommending his financial services. We have high confidence with Robert and his staff as they are honest, pleasant and have good integrity. Nothing seems to bother them. It is a pleasure to talk with Robert as he talks in a financial language we both can understand."
18 Jun 2015Customer opinions
Len
65+ years oldN/A
06 Jun 2015Customer opinions
Martin
Under 35 years old"My desire to lower the fees of an investment asset and to reduce my ongoing tax costs has been met by the use of your Separately Managed Account (SMA). Your SMA investment structure allows me to own direct Australian and International shares allowing me to follow its progress in more detail while at the same time use your expertise as an investment advisor."
28 Apr 2015Customer opinions
Graeme & Pam
65+ years old"We are very happy with Rob's advice and service with all our financial affairs."
17 Apr 2015Customer opinions
Ian & Betty
65+ years old"His recommendations have been very good to us, and we are more than happy with the service. "
17 Apr 2015Customer opinions
Col & Di
56-65 years old"We are very happy with Robert's advice and service."
11 Mar 2015Customer opinions
Ian & Joy
65+ years old"Robert Goudie is extremely pleasant to deal with and we value his advice. We've seen growth in our investments over the years."
11 Feb 2015Customer opinions
Paul & Lindy
56-65 years old"Very happy with the service and we have recommended Rob to friends."
04 Feb 2015Customer opinions
S
65+ years old"I have been very happy to have Rob as my financial adviser and appreciate his advice at all times."
30 Jan 2015Customer opinions
Peter
56-65 years old"I have found Robert Goudie and his staff excellent and helpful with getting my financial portfolio up and running, to the betterment of my portfolio's future."
22 Jan 2015Customer opinions
Wayne and Elaine
56-65 years old"We find Robert very easy to deal with. He is always very approachable and always keeps us well informed with what suits our financial situation and investments. Robert always has the client's best interest in mind. We are very happy with Robert."
14 Dec 2014Customer opinions
Dennis & Norelle
65+ years old"We are very confident & comfortable in Rob's advice, he is pleasant and we would recommend his advice to anyone. He also manages our son's financial affairs and they are very happy about Rob's advice. It is pleasing to us as Russell's parents that his financial future is in fine hands."
28 Nov 2014Customer opinions
Keith & Colleen
65+ years oldN/A
28 Nov 2014Customer opinions
Michael
65+ years old"Robert Goudie is very pleasant and easy to understand. Without his advise we would not be in the sound financial position we are in today."
16 Nov 2014Customer opinions
Babs
56-65 years old"Rob is a pleasant, I believe ,caring adviser. He has been supportive through our recent trying times."
14 Nov 2014Customer opinions
Denis
65+ years old"After being captivated by the initial euphoria of the financial benefits of participating in a SMSF, my aspirations were soon shattered by a complete lack of financial expertise as well as non disclosure of performance by my former provider. However, l then met Robert Goudie who transferred my SMSF to Meritum Financial Group’s administration and advice where, together with the assistance of his competent staff, immediately proceeded to rectify the financial disaster they inherited and once again revived my financial dreams. They provided full transparent disclosure of the funds performance together with any associated financial advice required for a carefree retired lifestyle."
13 Nov 2014Customer opinions
Emma
Under 35 years oldN/A
07 Nov 2014Customer opinions
Sid & Gwenda
65+ years old"When we retired and sold the farm we needed someone to help us with our finances to see us through the rest of our lives. We spoke to Robert Goudie and found him to be very understanding and approachable. He made sure he took the time to explain all aspects of his advice and showed great patience in his explanation during the times that we didn't understand something at first. He has a very caring manner and made sure he identified all of our needs. Robert is reliable, approachable, and trustworthy, all the things you need in someone who is going to be involved in your business for a very long time. We have recommended Robert to our friends and family and are confident to do so."
07 Nov 2014Customer opinions
David
35-45 years oldN/A
06 Nov 2014Customer opinions
Wendy McInnes
46-55 years old"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 families finacial future. To me Robert Goudie is my finacial guardian angel. Not to mention the relief many years ago when all that share market mail stopped piling up on my kitchen table. Thankyou."
03 Nov 2014Customer opinions
Mary
46-55 years old"“I was finding it increasingly time consuming to manage our investment portfolio. By engaging Meritum Financial Group’s administration and advice service’s it has now resulted in significant time savings, reduced administration and increased transparency. Easy access via the web site ensures the ability to monitor the progress of our investments and maintain control over our finances with out the worry of the day to day administration.”"
01 Nov 2014Customer opinions
Neil & Joan
65+ years old"Approximately 12 months ago a decision was made to change direction as regards to who we would use to steer us financially through our remaining years in retirement. We asked our accountant to recommend to us a local leading financial adviser who we could trust and comfortably work with. This led to our present association with Robert Goudie. Robert set about re-designing our Self Managed Super Fund and finances etc, which brought immediate benefits to us. The fact that he is available at all times, if needed, and that there is a regular three-monthly update of our situation is appreciated. He makes every effort to explain fully what he is doing and to discuss with us any changes that may need to be made to be of benefit to us. We would have no hesitation in recommending Robert Goudie to anybody who might be looking for a very dedicated, professional financial adviser."
31 Oct 2014Customer opinions
JOHN AND ANN
56-65 years oldN/A
30 Oct 2014Customer opinions
Sharon
35-45 years oldN/A
30 Oct 2014Customer opinions
Jenny
46-55 years oldN/A
27 Oct 2014Customer opinions
John Freimanis
56-65 years oldN/A
26 Oct 2014Customer opinions
Phyllis
65+ years oldN/A
26 Oct 2014Customer opinions
Emma
Under 35 years oldN/A
24 Oct 2014Customer opinions
Leanne
46-55 years oldN/A
24 Oct 2014Customer opinions
Pawel
35-45 years oldN/A
24 Oct 2014Customer opinions
Dwayne
35-45 years old"Extremely professional and personal staff and business, with my personal aims goals and achievements in mind when dealing with me. Could not thank both Robert and his staff enough for countless hours spent looking after my financial affairs, of which I could never have managed. Our family owes a great deal to Robert Goudie and his advise and the advise and help of his brilliant staff."
23 Oct 2014Customer opinions
Rebecca
35-45 years old"Robert Goudie has consistently provided my husband and I with sound, realistic and effective financial advice. He has allowed us to take better control of our finances, to ensure that our young family is well protected, and to begin to invest for our futures. We couldn't recommend him more highly as a financial adviser. "
22 Oct 2014Customer opinions
Hannah
Under 35 years old"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 general advice to his clients. Thanks to Rob and team!"
22 Oct 2014Customer opinions
Michael
65+ years old"Robert Goudie has been of incredible assistance to me since connecting with him before I retired and then his professionalism, honesty and integrity since cannot be questioned. I now live in another a state and he is always updating me personally ( phone or email ) as to trends and general advice re my investments. Highly recommend him."
22 Oct 2014Customer opinions
Lola
56-65 years oldN/A
21 Oct 2014Customer opinions
Nkandu
Under 35 years old"Rob is a highly professional and good person. He takes his time to explain what is going on with our investment and we trust him completely. Nkandu 30-35 yrs Vic 3400"
21 Oct 2014Customer opinions
Rudi
35-45 years old"Rob provides honest, reliable advice that's appropriate for our current financial position. He's extremely approachable, friendly and professional. We highly recommend his services."
20 Oct 2014Customer opinions
Amanda
35-45 years old"Rob Goudie is an excellent financial advisor, and I can say that with authority from having employed many other financial advisor services and I found them all completely lacking. Nothing was specific, they took your fees but gave no service, and were hard to contact and difficult to understand. Rob Goudie and the whole Meritum team are nothing but professional, helpful and there is never any issue with any question I have. I finally feel in control to help us make money for the future, with a privatised service that caters specifically for us. I feel we are continually moving and changing our portfolio to suit the markets- and this keeps us feeling in touch and in control of whats happening. The stress and the feeling of being unsure are gone, and the feeling of being in control of my financial destiny- thanks to this excellent team, is here to stay! I would highly recommend them to anyone- thanks Rob."
20 Oct 2014Customer opinions
Dieter
46-55 years oldN/A
20 Oct 2014Customer opinions
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