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.”
“We were very impressed with the way Rob listened to our story, and then formulated an opinion on how we could move forward into retirement in our future years. In…
“I was sceptical when my husband said we were going to drive for a couple of hours to see a financial adviser he found on the internet. What a pleasant…
Ashley helped me to work through the maze of funding life in the aged care facility and the best strategies to put in place without eroding any savings my Dad…
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…
Robert Goudie has consistently provided my husband and I with sound, realistic and effective financial advice. He has allowed us to take better control of our finances, to ensure that…
“Highly recommend Olivia (and Rob) at CPW. Olivia gave us tailored advice that we will reap the benefits of come tax time. Olivia and Rob gave us an outline of…