P Hewitt

“He knows his job very clever man helped us from start to finish highly recommended. very confident in his job, would highly recommend to other people”.

I am an auditor of and mentor to, financial planning businesses throughout Australia. To this extent I have provided consulting services to some 31 Australian Financial Services Licence Holders reviewing the activities of some 800 financial advisers. Occasionally I come into contact with a business whose method of operation deserves particular mention. Consortium Private Wealth in Horsham is one of those businesses. It is worth extracting a comment of mine from my most recent review report. “This is an excellent business, extremely well resourced with excellent support staff and an impressive presentation in the community.” Robert provides both holistic and targeted financial planning advice to suit the wide variety of the needs of his clients in order to help them to realise their personal and financial goals. I have no hesitation in recommending Robert to anyone who seeks guidance in financial matters. 

“We have been dealing with Rob and CPW for more than 10 years. Rob has always been respectful of our needs and provides advice that makes sense to us (E.g. Pick the low hanging fruit). We only see Rob as the need arises but appreciate Rob and the team weekly through their short YouTube videos that simply summarise often complex topics.”

“We are very happy with Ash’s advice. Aged care is such a complex area and Ash has helped us enormously with detailed analysis. He has certainly helped with the transition of mum into aged care. We are most grateful for his help and advice.”

“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 what our retirement earnings will look like and strategies to make this all happen. We will definitely use their services in the future!”

“Ashley was very conversant with Aged Care fees and expenses. We thank him for his reassurance of our mother’s position was the right fit for her now.”