“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 demonstrates a broad range of skills and understandings across many areas and was most helpful to me with sorting out my aged care/taxation problems.”
“Olivia is very personable and very easy to talk to and, like all the staff, is very happy to drop things to have a chat and answer any questions and/or gather information for a longer consultation. She gives you the time of day. She explains things slowly and clearly and, if necessary, will re-explain until you have a clear understanding. Thank you, Olivia!”
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.
Ashley assisted our mother to settle into aged care. He was very professional with his advice and went above and beyond to assist Mum. We are very satisfied with Ashley and would have no hesitation in recommending him to others.
“Being clients of Robert Goudie’s for well over 10 years now, we have always found him and his staffs professionalism and customer service to be of the highest standard. We first spoke to Robert when we decided to retire from farming. After the very first visit we had great confidence in his planning skills and immediately had him draw up a financial plan which suited us. To this date we are extremely happy with the excellent service he provides. We have recommended Robert too many of our friends and have great confidence in recommending him to anybody in the future.”
“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.”
“I am a great believer in outsourcing various aspects of life (management of finances as an example) to those people who are experts in their field. I have been nothing short of extremely impressed with the service I’ve received from Consortium. Olivia is real, raw, honest; meticulous and helpful. Highly recommend Consortium and their services.”