03 5382 3460

Tollfree 1800 009 533

info@consortiumpw.com.au

Send us an email anytime!

24A Darlot Street, Horsham

Victoria Australia 3400

Freebies

We are committed to providing you the expertise, strategies and resources you need to create value from your investments and financial solutions. Covering a range of fundamental concepts, these resources present opportunities and strategies to discuss with your Consortium adviser.

Investing in your Future

Financial Freedom starts here!

Selling the Farm eBook

Aged Care eBook

Financial Independence eBook

Home Loan Nightmares eBook

Super Cheat Sheet

How to invest: Secrets learnt from 20+ years in finance

Online Course: How to pay off your home loan FASTER!

Online Course: Beating Mortgage Stress

Online Course: Investing in the right asset class

Online Course: How Super Works (Co-Contributions)

Online Course: Understanding Credit Cards

Online Course: Beginners Guide to Super

Webinar: Coronavirus – Share markets, your investments and your health

Webinar: My evening with property spruikers

Webinar: Do I have enough to retire?

Webinar: Is a Self Managed Super Fund right for me

Presentation: What is Cryptocurrency?

Do I really need a Will?

Frequently Asked Questions with Horsham Lawyer Patrick Smith & Financial Adviser Robert Goudie

Superannuation: Understanding product provider fees + costs

In this video, Rob takes you through the regular fees and costs that can eat into your superannuation balances, including Indirect Cost Ratios (ICRs).

How much will my superannuation affect the Age pension?

Subscriber Question: When I retire how much superannuation can I receive on a monthly basis as a pension, before it will affect my Centrelink age pension?

Managed Fund are not always a good idea

Managed Funds, ETFs and Listed Investment companies all have their place when it comes to diversification of your portfolio.

Optimise your future pension before retirement

Prior planning is crucial to ensure you live a comfortable retirement. This week, Ashley Rowan takes you through the steps you should take at least 5 years before you plan to retire.

Why is share price irrelevant?

The price you pay for a share has an impact on future growth potential, or does it? Our senior financial adviser Robert Goudie explains …

Maximise your Aged Care pension!

Has your Centrelink Aged Care Pension gone down recently? In this video, our Aged Care specialist adviser Ashley Rowan takes you through strategies to increase your pension by lowering your assessable income.

What’s the difference? Superannuation vs Discretionary Trusts

Client Question: What is the difference between Discretionary Family Trusts and Superannuation?

Podcast – Episode 1

Minimise your mortgage or super-size your Super?

Should you utilise surplus income to salary sacrifice into superannuation or should you be paying off your debt sooner? We’re continually told to minimise and pay off debt as our first priority, but is this always the answer?

Podcast – Episode 2

How are your assets allocated? And why should you care?

Do you know how your assets are allocated? Are your aware of your defensive/growth asset mix? Asset allocation is the key driver of returns for investors. Financial Advisers Robert Goudie & Olivia Glare explain.

Podcast – Episode 3

allout from COVID-19 on investment markets

Do you know how your assets are allocated? Are your aware of your defensive/growth asset mix? Asset allocation is the key driver of returns for investors. Financial Advisers Robert Goudie & Olivia Glare explain.

Podcast – Episode 4

Beware Property Spruikers!

Ever been tempted by a property deal that sounded too good to be true? Wondered if property is all it’s stacked up to be from an investment viewpoint?In this episode, Financial Adviser Robert…

03 5382 3460

Tollfree 1800 009 533

info@consortiumpw.com.au

Send us an email anytime!

24A Darlot Street, Horsham

Victoria Australia 3400
© Consortium Private Wealth
Robert Goudie, Ashley Rowan, Olivia Glare and Rachael Todman are authorised representatives of Consortium Private Wealth Pty Ltd | AFS Licence 495401
ABN 74 616 250 965 Registered Office: 24a Darlot Street Horsham VIC 3400