Wendy, 46 – 55 years, Edenhope, VIC
“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 had accumulated”
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Janice, 65+ years, Natimuk, VIC
“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.”
Chrissy, under 35 years, Stawell, VIC
“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…
P & M Smith
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…
B & K Warren
All my experiences with Robert and Ashley have been very good, and with Robert organising my retirement plans has been very rewarding over the years. Ashley has been very helpful…
J Freeman
“This is my first time investing and I would like to share my great appreciation for the service provided by Robert and Rachael. They were very easy to understand and…
A Pickering
“I am a great believer in outsourcing various aspects of life (management of finances as an example) to those people who are experts in their field. I have been nothing…