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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Greg, 65+ years, Quantong, VIC
“Advice on self-managed super funds was clear and concise, Olivia’s knowledge on this subject is very broad and complete. Olivia is a people person with genuine care and attention to…
Josh, under 35 years, Horsham, VIC
“As a newcomer to investing, Rachael was extremely patient and understanding. I asked her a lot of questions over the phone and by email. Throughout the whole process she always…
Ian, 65+ years, Horsham, VIC
“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…
Glenda, 56 – 65 years
“Ashley was very informative and professional in his discussion with myself and family members, with regard to financial options in aged care for my elderly mother.”
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…
J McCredden
After a lifestyle change of direction several years ago, we found our family looking around for financial advice on succession restructure of the family business and private investments. We interviewed…