Lester, 65+ years, Rangeville, QLD

“Without the dedicated help from Olivia and the Consortium team we wouldn’t be in the financial position we are now in. We wouldn’t hesitate to recommend both Olivia and the financial advisory team at Consortium Private Wealth.”

With the recent passing of my husband, it was hard to know where to turn for advice. Ashley has given me advice in areas including superannuation, investment, and government assistance. Ashley was adeptly able to explain things to me in a clear way. Through Ashley’s knowledge and experience, I feel very confident that the advice given was right for my needs. Leaving my problems to the professionals is the best. Customer service was excellent too! 

Rob gave me so much great information about my business – definitely got a lot out of the appointment. Rob answered every single one of my questions in great detail. Highly recommend his services. The staff were extremely welcoming when I entered the building also.

“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 and would have no hesitation in recommending him to others.”

“Olivia gave me advice on my superannuation. She was very clear with the advice and helped me very much with ways to understand exactly what I’m doing and looking for. Also giving me many tools to learn about it all. I couldn’t recommend Olivia enough, she was great to work with!”

“Ashley has a very positive communication style when dealing with clients. He is very personable and demonstrates real empathy when dealing with what are often stressful and complex issues. He demonstrates a broad range of skills and understandings across many areas and was most helpful to me with sorting out my aged care/taxation problems.”