B & K Warren
All my experiences with Robert and Ashley have been very good, and with Robert organising my retirement plans has been very rewarding over the years. Ashley has been very helpful regarding aged care affairs also.
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Sally, 46 – 55 years, Edenhope, VIC
“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…
Marian, under 35 years, Surfers Paradise, QLD
“In my first meeting with Rob, I shared my current situation as an expat from France, and he gave me valuable advice on how to tackle our situation and what…
M Smith
I was finding it increasingly time consuming to manage our investment portfolio. By engaging Consortium Private Wealth administration and advice service’s it has now resulted in significant time savings, reduced…
Julie, 65+ years, Beachport, SA
“Ashley was very helpful in my retirement and set up my fund through net wealth. He drew up a plan budget and explained all about the shares port folio. He…
Rodney, 46 – 55 years, Glenlee, VIC
“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…
Alistair, under 35 years, Cheltenham, VIC
“My partner and I had an online meeting with Rob. He was honest, helpful, and clearly has a vast wealth of knowledge. Cheers 🙏🏼”