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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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…
Mark, 56 – 65 years, Portland, VIC
“Despite being first timers to a financial planning service, Rachael was able to patiently explain how different strategies worked and then tailor a plan specifically to suit our requirements. This…
H Friend
Ashley provided us with very valuable and timely financial advice when our mother moved into an aged care facility as a permanent resident. The information has assisted us to ensure…
Paul, 46 – 55 years, Brunswick East, VIC
“We recently saw Ashley for some advice after we had to put my Mum into permanent care. She has dementia. In what is already and absolutely horrific time, my Dad…
L Baker
Whilst preparing for my impending retirement, I approached several financial advisers, but I was not completely satisfied until I met with Robert Goudie. He worked with my accountant to set…
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…