I was finding it increasingly time consuming to manage our investment portfolio. By engaging Consortium Private Wealth administration and advice services it has now resulted in significant time savings, reduced administration and increased transparency. Easy access via the website 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.
“This was the first time we had seen a financial adviser, and we were not disappointed! Rob was in tune with our situation and gave us advice we will definitely…
“I met with Olivia to discuss my financial advice needs. Olivia was generous with her time and knowledge. She communicated complicated concepts in a clear and straightforward manner and her…
“Ash was great to do business with, he, and the team were all excellent. With the advice and support my wife and I were given we felt confident in making…
Ashley helped me to work through the maze of funding life in the aged care facility and the best strategies to put in place without eroding any savings my Dad…
When we retired and sold the farm, we needed someone to help us with our finances to see us through the rest of our lives. We spoke to Robert Goudie…
“Ashley was very conversant with Aged Care fees and expenses. We thank him for his reassurance of our mother’s position was the right fit for her now.”