“Olivia has given me advice in areas including, self-managed super funds, on tax effective investments outside of super and reviewed my existing life insurance cover to see if it was cost effective and still suited my needs. Olivia was able to explain things to me in a clear way. Through Olivia’s knowledge and experience, I feel very confident that the advice given was right for my needs.
“In my first meeting with Rob, I shared my current situation as an expat from France, and he gave me valuable advice on how to tackle our situation and what…
“Rob was easy to work with and helped turn financial “noise” into a clear actionable plan, setting realistic goals that I’m actually excited about.”
Ashley has provided advice in relation to aged care. I found Ashley to be very knowledgeable and competent and explained the advice and options in a very clear and easy…
“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…
“Without the dedicated help from Olivia and the Consortium team we wouldn’t be in the financial position we are now in. We wouldn’t hesitate to recommend both Olivia and the…
“Ashley has provided advice in relation to aged care. I found Ashley to be very knowledgeable and competent and explained the advice and options in a very clear and easy…