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…
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…
“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…
Having been to a number of financial planners in the area, looking for one which suited us, we met Rob Goudie. A few things really stood out about Rob. Rob…
“I had a great first meeting with Amy. She was warm, easy to talk to, and explained concepts in words that made sense to me. She was patient and able…
I found Ashley to be an effective communicator and very understanding of my needs.