Janice, 65+ years, Natimuk, VIC
“Ashley was very conversant with Aged Care fees and expenses. We thank him for his reassurance of our mother’s position was the right fit for her now.”
“I found Olivia extremely easy to understand and she has always explained very clearly how things worked or the best way to proceed. Olivia is a friendly, caring adviser who…
“I have been a client with Consortium Private Wealth for several years and would have no hesitation to recommend their services to anyone looking at retiring. We have dealt with…
My wife Fiona and I have been clients of Rob Goudie for just over 12 months. We have found his advice has been common sense, his understanding of our needs…
“I met with Olivia to discuss my financial advice needs. Olivia was generous with her time and knowledge. She communicated complicated concepts in a clear and straightforward manner and her…
“Ashley was able to give me advice on how selling my business would affect moving onto a full pension and how it would affect the pension bonus scheme my wife…
“Ash was great to do business with, he, and the team were all excellent. With the advice and support my wife and I were given we felt confident in making…