Overall, an excellent 5 years of performance as a trusted financial adviser. A 10 Star Rating
“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…
“I found Ash very easy to understand…Whenever I put my ideas etc forward, he was able to deal with what I was saying and get back to where he left…
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…
“We have found Rob approachable, encouraging and knowledgeable. We enjoy working with him to achieve our goals. As well as specific advice to clients Rob keeps in touch regularly with…
“I have always found Rob to be responsive and honest, based on his knowledge. I have always been confident in the advice that he has given. He has also been…