Bruce, 56 – 65 years, Horsham, VIC

“I met with Olivia to discuss my financial advice needs. Olivia was generous with her time and knowledge. She communicated complicated concepts in a clear and straightforward manner and her professionalism and passion for her work is commendable.”

“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 had accumulated”

We have found Robert to be a genuine and honest adviser who uses a careful approach to handling our retirement superannuation. He is friendly and approachable, and his manner instils confidence that he is working for the best possible outcome for us. 

I would like to congratulate you on winning the Services-Professional category at the 2014 Wimmera Business Awards held at the Wimmera Events Centre. This award is a testament to the hard work by you and your team in providing people of Horsham and indeed the region with not only specialist financial planning but also excellent customer service. I am aware, from personal experience, that the team at Consortium Private Wealth are passionate about their business and confident and professional in their friendly approach to clients. 

Thank you, Consortium Private Wealth. 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 holistically and I believe CPW deserve a particular mention for ticking all those boxes. 

“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 I was clear with the process involved. I feel confident in making the right investment decisions for my future based on Rachel’s advice and would highly recommend her to anyone with an interest in investing.”