Bruce, 56 – 65 years, Horsham, VIC
“Found Ashley very knowledgeable and informative with the information he was able convey to my wife and I. He was able to help us planning for the future and put us at ease.”
“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…
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…
Robert has been our financial adviser since he began his business some years ago. He was extremely helpful when we retired from farming and when I introduced my mother to…
Ashley provided us with very valuable and timely financial advice when our mother moved into an aged care facility as a permanent resident. The information has assisted us to ensure…
We are very confident & comfortable in Rob’s advice; he is pleasant, and we would recommend his advice to anyone. He also manages our son’s financial affairs, and they are…
“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…