David, 46 – 55 years, Warracknabeal, VIC

“We have been dealing with Rob and CPW for more than 10 years. Rob has always been respectful of our needs and provides advice that makes sense to us (E.g. Pick the low hanging fruit). We only see Rob as the need arises but appreciate Rob and the team weekly through their short YouTube videos that simply summarise often complex topics.”

Similar Posts

  • Sean, 46 – 55 years, Everton Hills, QLD

    “Meeting with Rachael today was a comforting experience for my wife and I. Her approachable manner, attention to detail, and expertise in retirement planning immediately put us at ease. She…

  • D, 56 – 65 years, Albion Park, NSW

    “During our recent virtual meeting, Rob provided a comprehensive overview of our current financial standing and future goals. His presentation was clear, insightful, and gave us a strong sense of…

  • Deb, 56 – 65 years, Hopetoun, VIC

    “Rachael was friendly, knowledgeable, well informed and gave concise clear advice She has a warm and personable demeanour and gave me exactly the information I needed I was extremely happy…

  • Ann-Maree, 46 – 55 years, Haven, VIC

    “Olivia has given me initial advice and consultation in investing, superannuation and insurance. Olivia was always fully attentive to my needs, and she was extremely knowledgeable and explained things fully….

  • Dianne, 65+ years, Horsham, VIC

    “Without the dedicated help from Olivia and the Consortium team we wouldn’t be in the financial position we are now in. We wouldn’t hesitate to recommend both Olivia and the…