Common sense financial advice for all stages of life.

INVEST WISELY
RETIRE CONFIDENTLY
PROTECT YOUR HARD-EARNED MONEY

You work too hard to leave your financial life to luck.

Whether you’re just starting out, juggling a career and family, or have a lifetime of experience behind you, knowing the best way to manage your money can be tricky.

How much is enough? Should we buy…? Is our money going to run out? How on earth will the kids be able to secure their own home?

It can feel like you’re trying to tackle a puzzle without the picture to guide you.

The good news is you don’t have to piece together your financial life alone. 

Consortium Private Wealth helps you find your financial footing and plot your path to financial security.

financial control

Control

See the big picture and know with confidence how and when you’ll get there.

financial comfort

Comfort

Sleep better at night, feeling reassured your finances are on track.

financial certainty

Certainty

Enjoy your life now, and look forward to what’s ahead.

Guiding you in the right direction

In today’s chaotic world, it’s easy to feel overwhelmed by the noise of the headlines and the constant buzz of what everyone else is doing.  

Based in Horsham, Victoria, our experienced and community-focused team filters out the distractions to provide straightforward advice.

We believe in simplicity: no needless jargon or flashy terms. Instead, we explain everything in plain english, ensuring you understand the ‘why,’ ‘what,’ and ‘how’ of every decision.

We’re here for the long haul to celebrate the wins, to support you through life’s ups and downs and as a steady hand in bumpy markets.

Our clients tell us they appreciate our warm, personal approach and value that we’re the first port of call for all the moving parts of their money.

Locals helping locals from all walks of wealth

With a history in Horsham spanning over 25+ years, we help take the guesswork out of your finances.

Whether you’re a business owner, farmer, professional, tradie, teacher, or community worker, let’s get your money working for you and the life you want.

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Getting a head start

Maybe you’re saving for a house deposit or want a road less travelled. Either way, taking control of your finances early on means you can take full advantage of opportunities that come your way.

Mastering your money

You’re achieving your career goals and reaping the rewards. Now’s the time to maximise the value of your salary and lay the groundwork for financial freedom so you can do what you want when you want.

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Building a family-friendly future

You’ve worked hard to build up some equity in your home and are ready to make the happy chaos of family life less stressful by setting up your finances in a way that serves you now and down the line.

Selling the family farm

The promise of not waking before dawn or working seven days a week is on the horizon. Make the most of your next chapter and feel reassured you’ve got enough money to enjoy life now and last you into the future.

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Planning for the right retirement

The family is grown, and you’re thinking about what’s next. Boost your retirement savings and tax benefits in the final years of working so you can be confident your golden years will be everything you want.

Living your best life in retirement

Whether you want to go wild, are looking forward to a more relaxed pace, or want to leave a legacy, be sure you’re managing your money and entitlements in the best way possible.

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aged care planning advice melbourne

Planning for aged care

No one wants to be a burden to their family. And while you may never need aged care, it’s nice to know you have the option and the money to afford the best care available.

Feel secure, happy, and comfortable about your financial decisions.

financial advisers

1. Let’s get started

Contact us to arrange a time for a complimentary meeting with one of our financial advisors.

create financial plan

2. Clear path forward

We crunch the numbers and give you a plan and structure for your money.

financial confidence

3. Financial confidence

Go forward knowing your money is working for you now and in the future.

EBooks

How to Retire Well eBook

Let’s explore what retirement really means – it’s not just about the dollars, but about findingnew purposes, interests, and connections…

Financial Independence eBook

Unlock the path to financial freedom with “THE FIVE KEY COMPONENTS of FINANCIAL INDEPENDENCE.” This insightful eBook lays out a…
Investing In Your Future eBook

Investing In Your Future eBook

Unlock the power of your superannuation with “Investing in Your Future! EVERYTHING you wanted to know about SUPER.” This comprehensive…
Life Insurance eBook

Life Insurance eBook

Secure your peace of mind with ‘Protecting What Matters Most!’ Dive into the world of Life Insurance with these 4…
Superannuation Cheat Sheet eBook

Super Cheat Sheet eBook

Discover the ultimate Superannuation Cheat Sheet, unveiling FIVE PROVEN WAYS to safeguard your retirement and investment income. Take control with…

Podcasts

investor motivation podcast

Smart money moves this EOFY

In this episode, join financial advisers Rob & Amy as they delve into essential strategies to maximise your End of…
investor motivation podcast

Age Gaps in Retirement

Join us as we discuss the intricacies (and benefits!) of age gaps between partners in retirement. From financial advantages to lifestyle…
investor motivation podcast

Investment Market Update

Join us as we dissect the current investment market, analysing recent trends, discussing the surge in market values and what…
investor motivation podcast

Investing for Minors

Unlock the secrets to investing for minors in our latest episode! From adult-managed trusts to tax rules, we’ve got you…