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.”
“Thank you, Ashley. Your professional, caring, and helpful approach, knowledge of building wealth and ability to instil confidence is to be commended. Your finance needs to be managed and understood…
“Ashley was very professional and friendly and answered all questions posed in relation to aged care and associated areas in relation to care of my father. I left the appointment…
“I found Olivia extremely easy to understand and she has always explained very clearly how things worked or the best way to proceed. Olivia is a friendly, caring adviser who…
“Ashley helped me to work through the maze of funding life in the aged care facility and the best strategies to put in place without eroding any savings my Dad…
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…
“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…