Dianne, 56 – 65 years, Bungalally, VIC
“Rob and Amy were excellent to deal with. They provided sound advice in a form that was both informative and very easy to understand.”
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Leigh, 65+ years, McKenzie Creek, VIC
“Ashley was able to give me advice on how selling my business would affect moving onto a full pension and how it would affect the pension bonus scheme my wife…
G Donnell
When we retired and sold the farm, we needed someone to help us with our finances to see us through the rest of our lives. We spoke to Robert Goudie…
Will, under 35 years, Mermaid Beach, QLD
“Olivia has been nothing short of amazing. I am new to investing in shares and Olivia is able to communicate to me in a way that I can understand clearly….
Greg, 65+ years, Quantong, VIC
“Advice on self-managed super funds was clear and concise, Olivia’s knowledge on this subject is very broad and complete. Olivia is a people person with genuine care and attention to…
J & G Freimanis
Robert and his team at Consortium Private Wealth were a great find for us. When looking for advice on financial planning, we were immediately put at ease by Robert’s professional…
P & M Smith
I was finding it increasingly time consuming to manage our investment portfolio. By engaging Consortium Private Wealth administration and advice services it has now resulted in significant time savings, reduced…