“I met with Rachael because I am concerned about how my financial future is looking and that I have very little to play with. Rachael was super supportive and provided advice on options that are available to me to improve my position now (mortgage) and in retirement. I feel much more in control and capable of making changes.”
I found Ashley to be an effective communicator and very understanding of my needs.
“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.”
“Olivia has given me advice in areas including, self-managed super funds, on tax effective investments outside of super and reviewed my existing life insurance cover to see if it was cost effective and still suited my needs. Olivia was able to explain things to me in a clear way. Through Olivia’s knowledge and experience, I feel very confident that the advice given was right for my needs.
“Thank you Ashley for your time and patience in explaining the financial side of the Aged Care system to mum and I. Your knowledge and understanding of the whole complex system, helped make quite an emotional time for mum and I so much easier. Thankyou once again for your patience.”
“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. I am confident in Olivia’s ability and knowledge to assist me with my finances, and it is always a pleasure to speak to her. Thank you for all that you do.”
Robert Goudie has been our adviser for seventeen years, so we have no hesitation in recommending his financial services. We have high confidence with Robert and his staff as they are honest, pleasant and have good integrity. Nothing seems to bother them. It is a pleasure to talk with Robert as he talks in a financial language we can understand.