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.
Ash was very down to earth and friendly, he had excellent listening skills and gave professional, informative advice. Ash has life skills that made us feel he understood. We should…
“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….
“Advice on self-managed super funds was clear and concise, Olivia’s knowledge on this subject is very broad and complete. Olivia is a people person with genuine care and attention to…
“I first discovered Rob Goudie through TikTok, where he consistently shares clear, practical, and insightful financial advice. After connecting with him for a personal consultation, I was genuinely impressed by…
“I found Ash to be easy to talk to and he was very knowledgeable on Aged Care. His guidance was very helpful and reassuring.”
Whilst preparing for my impending retirement, I approached several financial advisers, but I was not completely satisfied until I met with Robert Goudie. He worked with my accountant to set…