We feel that Robert has efficiently guided us in a genuine and correct direction regarding our insurance and superannuation needs. We are very pleased with the level of support, kindness and professionalism shown by all staff in the office and would also like to thank you for your constant feedback, communication, and caring advice.
My desire to lower the fees of an investment asset and to reduce my ongoing tax costs has been met by the use of your Separately Managed Account (SMA). Your…
“Ashley was very generous with his time and advice and his advice was very well explained and valuable.”
Robert was recommended to us by our accountants when we were seeking a financial adviser. We have been entirely satisfied with the advice and planning he has done for us,…
We have nothing but praise for Rob and the team at Consortium Private Wealth, their efficient, professional service is very impressive and have certainly had no hesitation in recommending other…
“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…
On the suggestion from our accountant that we needed a financial health checkup, we were directed to Rob Goudie at Consortium Private Wealth. Rob took the time to listen to…