Investing Insights eBook

“As a newcomer to investing, Rachael was extremely patient and understanding. I asked her a lot of questions over the phone and by email. Throughout the whole process she always…

“Rachel was extremely helpful in educating me in share trading and investing. Rachel explained things clearly, and kept in constant and fast communication over email and the phone to reassure…

“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…

“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…

“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…

“Olivia was very informative and professional in supporting me on my wealth journey. Olivia was able to explain information clearly and made sure I understood throughout our discussions. Olivia displayed…

“I felt unsure about many aspects of financial planning. My time with Olivia alleviated my concerns and gave me a structure to follow. This was comforting. Olivia was warm, thoughtful…

“Olivia is great to talk to and is very understanding of my current situation. Due to this, she has been able to set my mind at ease and help me…

“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…

“Without the dedicated help from Olivia and the Consortium team we wouldn’t be in the financial position we are now in. We wouldn’t hesitate to recommend both Olivia and the…

“Olivia has given our family advice on such a wide range of areas – shares, superannuation, investment, various insurances and overall financial planning – she is efficient, understanding, thorough and…

“I have been a client with Consortium Private Wealth for several years and would have no hesitation to recommend their services to anyone looking at retiring. We have dealt with…

“Everyone has a relationship with money. That is what underpins how easily we can talk about it, how happily we are to invest and our overall financial health. Olivia understands…

“Olivia has given me advice in areas including, self-managed super funds, on tax effective investments outside of super and reviewed my existing life insurance cover to see if it was…

“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…

“Advice on self-managed super funds was clear and concise, Olivia’s knowledge on this subject is very broad and complete. Olivia is a people person with genuine care and attention to…

“I found Olivia very easy to understand, I wasn’t sure what advice we needed when we first went to see her, but she steered us in the right direction about…

“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….

“Olivia has been nothing short of amazing. I am new to investing in shares and Olivia is able to communicate to me in a way that I can understand clearly….

“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….

“Olivia prepared a statement of advice for my wife and myself. Which included better options for superannuation, share investments and insurance. She explained it in such a way that made…

“Olivia has always been very responsive, professional and pleasant to deal with, giving me great advice re my income protection and financial situation. I am always grateful for her work…

“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…