Michael, 65+ years

“Olivia prepared a statement of advice for my wife and myself. Which included better options for superannuation, share investments and insurance. She explained it in such a way that made…

“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…

“Thank you Ashley for your time and patience in explaining the financial side of the Aged Care system to mum and I. Your knowledge and understanding of the whole complex…

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…

Robert and his team at Consortium Private Wealth were a great find for us. When looking for advice on financial planning, we were immediately put at ease by Robert’s professional…

“I found Olivia extremely easy to understand and she has always explained very clearly how things worked or the best way to proceed. Olivia is a friendly, caring adviser who…