Bernie, 65+ years, Warracknabeal, VIC
“My wife and I recently met with Robert at Consortium. I felt that I had an appropriate strategy to invest the proceeds of a property sale into my superannuation account. Whilst it was clearly possible, Robert provided an alternate suggestion that allowed a similar outcome but with no risk and ease of access. We were again impressed with Robert’s capacity to explain sometimes involved strategies and technical detail in everyday language. Afterwards, my wife and I both remarked that it all made obvious sense to us on reflection. We were not subject to any attempt to manoeuvre us to sell a product. Robert also discussed Government options relevant to our age grouping and made a suggestion that we will follow up. We were also given a clear verbal summary of advice provided that was also confirmed by email. Again, we were very impressed with Robert’s knowledge and ease of understanding his suggestions that were factually based. Our highest recommendation. Bernie & Karen O’Connor”