Jo, 56 – 65 years, Horsham, VIC
“Rob was easy to work with and helped turn financial “noise” into a clear actionable plan, setting realistic goals that I’m actually excited about.”
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Trong, under 35 years, Keysborough, VIC
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B & K Warren
All my experiences with Robert and Ashley have been very good, and with Robert organising my retirement plans has been very rewarding over the years. Ashley has been very helpful…
Greg, 65+ years, Quantong, VIC
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B & M Bathurst
We recently approached Rob to overview our financial position after moving to Horsham from interstate and never really having a good handle on where we would be if the worst…
M Smith
I was finding it increasingly time consuming to manage our investment portfolio. By engaging Consortium Private Wealth administration and advice service’s it has now resulted in significant time savings, reduced…
J McCredden
After a lifestyle change of direction several years ago, we found our family looking around for financial advice on succession restructure of the family business and private investments. We interviewed…