Michael, 65+ years, Horsham, VIC
“Rachael was compassionate, giving clear advice. She went out of her way to satisfy my needs and to point me in the right direction. A sound communicator.”
“I had an online meeting with Ashley regarding Aged Care for my mother. After explaining my mother’s health issues and financial status, he offered advice in terms that I could…
“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…
“Everyone has a relationship with money. That is what underpins how easily we can talk about it, how happily we are to invest and our overall financial health. Olivia understands…
“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…
“My partner and I had an online meeting with Rob. He was honest, helpful, and clearly has a vast wealth of knowledge. Cheers 🙏🏼”
“Really considerate and easy-to-understand advice. He gave great explanations to why he gave the advice and I left with a clear understanding.”