“Highly recommend Olivia (and Rob) at CPW. Olivia gave us tailored advice that we will reap the benefits of come tax time. Olivia and Rob gave us an outline of what our retirement earnings will look like and strategies to make this all happen. We will definitely use their services in the future!”
“Olivia was very informative and professional in supporting me on my wealth journey. Olivia was able to explain information clearly and made sure I understood throughout our discussions. Olivia displayed her confidence, skills, knowledge, and passion within her work, and she was very supportive. Olivia provided a summary of our discussion and provided options that best suit my situation. I would recommend Olivia to others.”
“I have been very satisfied with your service and would be happy to recommend you to any of my friends.”
“Ashley was able to clearly explain the financial implications associated with Permanent Residential Care, for my brother in the West Wimmera Health Service’s Rainbow Hostel and suggest the best options currently available. I also appreciate the fact that he sent an email on our behalf to the Financial Administrator for the West Wimmera Health Service advising her of the discussions we had and the rationale behind not completing the Income and Asset Assessment Forms for Centrelink.”
“Ash was very down to earth and friendly, he had excellent listening skills and gave professional informative advice. At no stage did myself and husband feel we were wasting his time even though we have very little money to play with. His suggestions were firm but made us feel much more optimistic than when we went in. Ash has life skills that made us feel he understood. I would recommend anyone with financial, Centrelink, retirement concerns to see Ash. We should have done this years ago.”
“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 Olivia and have found her to be both professional and always approachable. Advice is always explained so we can understand.”