“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 explained these very clearly and ensured that we understood the future implications for each option. She also gave adequate time for any questions we might’ve had and reinforced the main points. We feel very confident in her advice in relation to our needs and will happily recommend her to others.”
“Olivia has given our family advice on such a wide range of areas – shares, superannuation, investment, various insurances and overall financial planning – she is efficient, understanding, thorough and…
After losing faith with my previous financial adviser, a trusted friend recommended I meet with Robert Goudie from Consortium Private Wealth. With Robert’s practical advice and SMSF administration services I…
I am an auditor of and mentor to, financial planning businesses throughout Australia. To this extent I have provided consulting services to some 31 Australian Financial Services Licence Holders reviewing…
Ashley is very efficient and knowledgeable with a friendly approach in helping with parents aged care requirements.
Consortium Private Wealth have been advising me on various financial issues over the last few years, both personally and within my business activities. Robert Goudie is dedicated to providing the…
Robert has been an absolute blessing since he became my advisor. I can’t even begin to describe the ways he has carefully guided me and my portfolio through the GFC…