“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.”
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…
“Olivia has given our family advice on such a wide range of areas – shares, superannuation, investment, various insurances and overall financial planning – she is efficient, understanding, thorough and…
“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…
On our retirement a decision was made to change direction as regards to who we would use to steer us financially through our remaining years in retirement. We asked our…
“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.”
Ashley is very efficient and knowledgeable with a friendly approach in helping with parents aged care requirements.