F Smith

I am an auditor of and mentor to, financial planning businesses throughout Australia. To this extent I have provided consulting services to some 31 Australian Financial Services Licence Holders reviewing the activities of some 800 financial advisers. Occasionally I come into contact with a business whose method of operation deserves particular mention. Consortium Private Wealth in Horsham is one of those businesses. It is worth extracting a comment of mine from my most recent review report. “This is an excellent business, extremely well resourced with excellent support staff and an impressive presentation in the community.” Robert provides both holistic and targeted financial planning advice to suit the wide variety of the needs of his clients in order to help them to realise their personal and financial goals. I have no hesitation in recommending Robert to anyone who seeks guidance in financial matters. 

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  • 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…

  • Rob, 56 – 65 years

    “Rob’s first-rate advice and service has assisted us greatly with the planning, setup and management of our finances for retirement. Highly recommended.”

  • Ashley, 56 – 65 years, Carnegie, VIC

    “Ashley was not only affable, courteous, and attentive, but also highly professional and knowledgeable. He demonstrated a sincere concern us as his clients, never attempting to push any self-serving products…

  • 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…

  • M Little

    “Rob was extremely approachable and knowledgeable, and, as a result, I was able to learn a great deal. He provided me with excellent direction on where to go with my…