M Ervin

“Olivia has given my husband and I advise in relation to a super fund that will shortly cease and the different options available to us for the money accrued. She explained these very clearly and ensured that we understood the future implications for each option. She also gave adequate time for any questions we might’ve had and reinforced the main points. We feel very confident in her advice in relation to our needs and will happily recommend her to others.”

“We have been dealing with Rob and CPW for more than 10 years. Rob has always been respectful of our needs and provides advice that makes sense to us (E.g. Pick the low hanging fruit). We only see Rob as the need arises but appreciate Rob and the team weekly through their short YouTube videos that simply summarise often complex topics.”

“Rob’s first-rate advice and service has assisted us greatly with the planning, setup and management of our finances for retirement. Highly recommended.”

I would like to congratulate you on winning the Services-Professional category at the 2014 Wimmera Business Awards held at the Wimmera Events Centre. This award is a testament to the hard work by you and your team in providing people of Horsham and indeed the region with not only specialist financial planning but also excellent customer service. I am aware, from personal experience, that the team at Consortium Private Wealth are passionate about their business and confident and professional in their friendly approach to clients. 

“I found Olivia very easy to understand, I wasn’t sure what advice we needed when we first went to see her, but she steered us in the right direction about minimising debt, consolidation of our super funds, and also about an investment with some shares.”

I found Ashley to be an effective communicator and very understanding of my needs.