Ronald, 65+ years, Dimboola, VIC
“It was good to meet with Ashley and I found him very caring with good advice and hope to meet with again later on.”
“Robert is not only financially knowledgeable, but also a great human being – thanks to his guidance, I’ve taken positive steps towards my financial goals. It’s clear that he has…
“Olivia was very informative and professional in supporting me on my wealth journey. Olivia was able to explain information clearly and made sure I understood throughout our discussions. Olivia displayed…
“We have been dealing with Rob and CPW for more than 10 years. Rob has always been respectful of our needs and provides advice that makes sense to us (E.g….
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…
With the recent passing of my husband, it was hard to know where to turn for advice. Ashley has given me advice in areas including superannuation, investment, and government assistance….
“We are so very impressed with the service Ashley offered my parents regarding Aged Care advice. His empathy and kindness towards my parents during conversations regarding aged care planning put…