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 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 without the worry of the day-to-day administration.
“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…
We have found Robert to be a genuine and honest adviser who uses a careful approach to handling our retirement superannuation. He is friendly and approachable, and his manner instils…
Overall, an excellent 5 years of performance as a trusted financial adviser. A 10 Star Rating
“Olivia gave me advice on my superannuation. She was very clear with the advice and helped me very much with ways to understand exactly what I’m doing and looking for….
“I recently met with Rob for the first time and it will not be the last. I really appreciated the thoughtful, calm, clear and comprehensive advice provided. Having walked through…
“Advice on self-managed super funds was clear and concise, Olivia’s knowledge on this subject is very broad and complete. Olivia is a people person with genuine care and attention to…