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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W & E Nitschke
As clients of Consortium Private Wealth, we find Robert to be very honest and professional when dealing with our finances. He is always accessible and prepared to listen to the…
Hannah, under 35 years, Ararat, VIC
“We have found Rob approachable, encouraging and knowledgeable. We enjoy working with him to achieve our goals. As well as specific advice to clients Rob keeps in touch regularly with…
Kerrie, 56 – 65 years, Brimpaen, VIC
“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…
Jeffrey, 65+ years, Horsham, VIC
“He knows his job very clever man helped us from start to finish highly recommended. very confident in his job, would highly recommend to other people”.
G Reading
I found Ashley to be an effective communicator and very understanding of my needs.
M Harris
My desire to lower the fees of an investment asset and to reduce my ongoing tax costs has been met by the use of your Separately Managed Account (SMA). Your…