“Olivia was very informative and professional in supporting me on my wealth journey. Olivia was able to explain information clearly and made sure I understood throughout our discussions. Olivia displayed her confidence, skills, knowledge, and passion within her work, and she was very supportive. Olivia provided a summary of our discussion and provided options that best suit my situation. I would recommend Olivia to others.”
As clients of Robert Goudie we have no hesitation in recommending his financial services. We find Robert is always available, honest, friendly and very professional when dealing with our family’s financial needs. He is patient and prepared to listen to our queries and concerns, his staff are also very efficient, courteous and prompt. Robert has worked with us to design a portfolio within our Self Managed Super Fund giving us tax advantages, investment flexibility and an ongoing income into retirement. We have been clients of Roberts for many years and feel confident in associating our business with him.
“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 and all the staff at Consortium Private Wealth. They make you feel welcome, listen and are respectful. I would very highly recommend Olivia and her team to anyone.”
“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”
The important thing for us was to find some flexibility which allowed us to secure our lifestyles appropriately whilst not being too damaging to our weekly financial allowances. After working closely with Ashley, the suitable services were found. The process which Consortium Private Wealth developed to work with us allowed us to feel comfortable and confident throughout. We were continuously communicated with and provided with a number of options which allowed us to achieve a very satisfactory outcome. We continue to be impressed with the professionalism of the Consortium Private Wealth team and we look forward to continuing our relationship and are comfortable in recommending others to also turn to Consortium Private Wealth for their financial solutions.
“Ashley was very generous with his time and advice and his advice was very well explained and valuable.”
“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 always found time to respond or see me regarding my queries.”