M Ervin

“Olivia is very personable and very easy to talk to and, like all the staff, is very happy to drop things to have a chat and answer any questions and/or gather information for a longer consultation. She gives you the time of day. She explains things slowly and clearly and, if necessary, will re-explain until you have a clear understanding. Thank you, Olivia!”

Rob Goudie, put very simply, makes understanding your finances easy. We are still in control of our funds, but the red tape and the financial lingo is smoothed over for us by Consortium Private Wealth. Rob and his team are ultimate professionals who are amazing to deal with and we could not wish to find better service anywhere. It is so nice to feel we are on track and focused and more in control of our money than ever before. It is easy to write a testimonial for a team that we have true and honest feelings for, that are professional and helpful and willing to go that extra mile. 

“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 was done in an informative and no pressure manner, with Rachael at all times answering our concerns and newbie questions with prompt, friendly and non-condescending knowledge. I feel very confident going forward, that with Rachael’s strategy our financial future is in a safe and prosperous state. Three cheers.”

We have found Rob approachable, encouraging, and knowledgeable. We enjoy working with him to achieve our goals. As well as specific advice to clients Rob keeps in touch regularly with general advice to his clients. Thanks to Rob and team! 

“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.”

Ashley has provided advice in relation to aged care. I found Ashley to be very knowledgeable and competent and explained the advice and options in a very clear and easy to understand manner. The advice was right for our needs and would recommend Ashley to others seeking similar advice.