“I recently met with Rob for the first time and it will not be the last. I really appreciated the thoughtful, calm, clear and comprehensive advice provided. Having walked through several prospective scenarios, I feel better able to plan and make decisions for my financial future. Everything about the process, from booking the visit through to the consult was smooth, professional and easy. Highly recommended!”
“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 a lifestyle change of direction several years ago, we found our family looking around for financial advice on succession restructure of the family business and private investments. We interviewed…
“After dealing with Rob and Rachael when setting up our investment strategy, I can only urge anyone who is a bit hesitant or intimidated by the process, as was I,…
“Rachel is absolutely wonderful to interact and deal with, Rachel charismatic personality enveloped straight away, and her caring nature continues through out. Rachel was always genuinely interested in us both…
I was finding it increasingly time consuming to manage our investment portfolio. By engaging Consortium Private Wealth administration and advice service’s it has now resulted in significant time savings, reduced…
We have always found Rob to be helpful and courteous, no question is too small or difficult. Always up to date with strategies and advice. The weekly updates and alerts…