Michelle, 56 – 65 years, Horsham, VIC
“Professional, calm, listened and was supportive of my personal decision making so far. I felt incredibly comfortable discussing sensitive info with Ash in my first consultation. Recommend.”
We were fortunate enough to be referred to Rob Goudie by our long-term accountants. We required specialist advice and urgent assistance to develop and implement a succession plan to restructure…
“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…
“Olivia has given me initial advice and consultation in investing, superannuation and insurance. Olivia was always fully attentive to my needs, and she was extremely knowledgeable and explained things fully….
“I met with Rachael because I am concerned about how my financial future is looking and that I have very little to play with. Rachael was super supportive and provided…
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…
After being captivated by the initial euphoria of the financial benefits of participating in a SMSF, my aspirations were soon shattered by a complete lack of financial expertise as well…