We recently approached Rob to overview our financial position after moving to Horsham from interstate and never really having a good handle on where we would be if the worst…
“I felt unsure about many aspects of financial planning. My time with Olivia alleviated my concerns and gave me a structure to follow. This was comforting. Olivia was warm, thoughtful…
“We are so very impressed with the service Ashley offered my parents regarding Aged Care advice. His empathy and kindness towards my parents during conversations regarding aged care planning put…
“Olivia gave me advice on my superannuation. She was very clear with the advice and helped me very much with ways to understand exactly what I’m doing and looking for….
“Robert Goudie has been of incredible assistance to me since connecting with him before I retired and then his professionalism, honesty and integrity since cannot be questioned. I now live…
“I have been a client with Consortium Private Wealth for several years and would have no hesitation to recommend their services to anyone looking at retiring. We have dealt with…