I was finding it increasingly time consuming to manage our investment portfolio. By engaging Consortium Private Wealth administration and advice service’s it has now resulted in significant time savings, reduced administration, and increased transparency. Easy access via the web site ensures the ability to monitor the progress of our investments and maintain control over our finances without the worry of the day-to-day administration.
“We are very happy with Ash’s advice. Aged care is such a complex area and Ash has helped us enormously with detailed analysis. He has certainly helped with the transition…
We have found Robert to be a genuine and honest adviser who uses a careful approach to handling our retirement superannuation. He is friendly and approachable, and his manner instils…
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…
“I have been very satisfied with your service and would be happy to recommend you to any of my friends.”
“I recently chatted to Rob about my current situation. He was thorough and concise. Giving sensible down to earth and realistic advice. His information was very succinct and he places…
“Advice on self-managed super funds was clear and concise, Olivia’s knowledge on this subject is very broad and complete. Olivia is a people person with genuine care and attention to…