Michelle, 56 – 65 years, Horsham, VIC
“Professional, calm, listened and was supportive of my personal decision making so far. I felt incredibly comfortable discussing sensitive info with Ash in my first consultation. Recommend.”
“Rachel was extremely helpful in educating me in share trading and investing. Rachel explained things clearly, and kept in constant and fast communication over email and the phone to reassure…
“We have found Rob approachable, encouraging and knowledgeable. We enjoy working with him to achieve our goals. As well as specific advice to clients Rob keeps in touch regularly with…
On the suggestion from our accountant that we needed a financial health checkup, we were directed to Rob Goudie at Consortium Private Wealth. Rob took the time to listen to…
I was finding it increasingly time consuming to manage our investment portfolio. By engaging Consortium Private Wealth administration and advice services it has now resulted in significant time savings, reduced…
“Ash was great to do business with, he, and the team were all excellent. With the advice and support my wife and I were given we felt confident in making…
“Ashley has a very positive communication style when dealing with clients. He is very personable and demonstrates real empathy when dealing with what are often stressful and complex issues. He…