“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 explained the concepts very clearly and demonstrated a deep knowledge of investing. I highly recommend Rachael to any type of investor wishing to reach their financial goals.”
Robert Goudie has been our financial adviser since he started his. In the early years I was working and now have retired, Robert has guided us all the way. We…
“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…
“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…
Ashley assisted our mother to settle into aged care. He was very professional with his advice and went above and beyond to assist Mum. We are very satisfied with Ashley…
“Despite being first timers to a financial planning service, Rachael was able to patiently explain how different strategies worked and then tailor a plan specifically to suit our requirements. This…
“I would like to thank Consortium Private Wealth. The team helped me at a very difficult time, giving me financial advice and explaining everything in full so I could understand…