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 administration and increased transparency. Easy access via the website ensures the ability to monitor the progress of our investments and maintain control over our finances without the worry of the day-to-day administration.
“Thanks Rob for your advice.”
I’ve always found Rob to be very knowledgeable and helpful. What I like best is that it doesn’t matter if you’re one of the richest people around, or a battler…
My desire to lower the fees of an investment asset and to reduce my ongoing tax costs has been met by the use of your Separately Managed Account (SMA). Your…
“My partner and I had an online meeting with Rob. He was honest, helpful, and clearly has a vast wealth of knowledge. Cheers 🙏🏼”
“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…
The important thing for us was to find some flexibility which allowed us to secure our lifestyles appropriately whilst not being too damaging to our weekly financial allowances. After working…