“Olivia has given my husband and I advise in relation to a super fund that will shortly cease and the different options available to us for the money accrued. She explained these very clearly and ensured that we understood the future implications for each option. She also gave adequate time for any questions we might’ve had and reinforced the main points. We feel very confident in her advice in relation to our needs and will happily recommend her to others.”
“Rob’s advice provided clarity through clearly demonstrating options, the session instilled financial confidence and peace of mind. He is knowledgeable and uses visual tools to make understanding financial options easier….
“This was the first time we had seen a financial adviser, and we were not disappointed! Rob was in tune with our situation and gave us advice we will definitely…
Robert and his team at Consortium Private Wealth were a great find for us. When looking for advice on financial planning, we were immediately put at ease by Robert’s professional…
“Rob Goudie is an excellent financial advisor, and I can say that with authority from having employed many other financial advisor services and I found them all completely lacking. Nothing…
“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…
“Highly recommend Olivia (and Rob) at CPW. Olivia gave us tailored advice that we will reap the benefits of come tax time. Olivia and Rob gave us an outline of…