Jonathon, under 35 years, Byaduk North, VIC
“Rachael was fantastic in giving salary sacrifice advice. This allowed me to consider strong financial options in relation to being a ‘first home buyer’ and a pathway to creating a deposit for a house.”
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M Harris
My desire to lower the fees of an investment asset and to reduce my ongoing tax costs has been met by the use of your Separately Managed Account (SMA). Your…
G & C McDonald
As clients of Robert Goudie we have no hesitation in recommending his financial services. We find Robert is always available, honest, friendly and very professional when dealing with our family’s…
K Ryan
We have nothing but praise for Rob and the team at Consortium Private Wealth, their efficient, professional service is very impressive and have certainly had no hesitation in recommending other…
Hannah, under 35 years, Ararat, VIC
“We have found Rob approachable, encouraging and knowledgeable. We enjoy working with him to achieve our goals. As well as specific advice to clients Rob keeps in touch regularly with…
C & N Walter
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Rodney, 46 – 55 years, Glenlee, VIC
“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…