“Olivia gave me advice on my superannuation. She was very clear with the advice and helped me very much with ways to understand exactly what I’m doing and looking for….
“We are so very impressed with the service Ashley offered my parents regarding Aged Care advice. His empathy and kindness towards my parents during conversations regarding aged care planning put…
On the suggestion from our accountant that we needed a financial health checkup, we were directed to Rob Goudie at Consortium Private Wealth. Rob took the time to listen to…
“Without the dedicated help from Olivia and the Consortium team we wouldn’t be in the financial position we are now in. We wouldn’t hesitate to recommend both Olivia and the…
Thank you, Consortium Private Wealth. Your professional, caring and helpful approach, knowledge of building wealth and ability to instil confidence is to be commended. Your finance needs to be managed…
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…