Jonathon, under 35 years, Byaduk North, VIC
“Rachael was fantastic in giving salary sacrifice advice. This allowed me to consider strong financial options in relation to being a ‘first home buyer’ and a pathway to creating a deposit for a house.”
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Leanne, 56 – 65 years, Ringwood East, VIC
“Olivia is very personable and very easy to talk to and, like all the staff, is very happy to drop things to have a chat and answer any questions and/or…
Rebecca, 35 – 45 years, Rowville, VIC
“As a single mother of 2, I reached out to Rob for advice on a plan for my future. Rob was professional and reassuring during a time of stress and…
Tiarnee, under 35 years, Kaniva, VIC
“Olivia gave me advice on my superannuation. She was very clear with the advice and helped me very much with ways to understand exactly what I’m doing and looking for….
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…
Anthony, 46 – 55 years, Horsham, VIC
“Ashley was great to deal with. We were very impressed by his knowledge, professionalism and integrity. Even though it would have been evident to Ashley at the start that his…
N & D McIntosh
Robert Goudie has been our financial adviser since he started his. In the early years I was working and now have retired, Robert has guided us all the way. We…