The glue that holds your financial life together
Financial advice with Consortium Private Wealth isn’t a once-off.
We’re here for the long haul to celebrate the wins, to support you through life’s ups and downs and as a steady hand when markets get bumpy.
Our clients tell us they appreciate our warm, personal approach and value that we’re the first port of call for all the moving parts of their money.
We’ve built strong relationships with local accountants, legal advisors, and Centrelink to make sure information flows smoothly and efficiently to make managing your financial life as easy as possible for you.
Map your milestones
You’ve got to know where you’re going before planning how you’ll get there. We help take your imagined ideal life and turn it into a concrete roadmap that guides you step by step.
Conquer your cash flow
Managing your money well helps you sleep peacefully at night—imagine drifting off knowing the essentials are covered and you’re progressing towards your big goals.
Take charge of your debt
Make debt decisions with confidence. Well-structured debt can work in your favour and save you thousands in interest and tax. We’ll guide you on what’s best for your situation.
Protect what matters
We never think it’ll happen to us until it does. Get the right level of insurance and protection that fits with your cash flow so you know you and your family are covered.
Sort out your Super
It might not seem that exciting, but there are plenty of clever things your super can do. Make sure it’s set up effectively so you can reap the benefits now and in retirement.
Invest in your future
Investing is all about education, expectations and emotions. We help you balance all three and create diversified and transparent portfolios aligned to your goals.
Be tax smart
Use the rules to your advantage and only pay the tax you need. We’ll strategically weave tax-efficient practices into your financial plan.
Be prepared for retirement
Whether retirement is on the horizon or far into the future, we’ll help you strategise and plan to make the most out of your working years so you can retire on your terms.
Get Centrelink entitlements
Our advisors help you navigate the system and ensure you get the payments and tax benefits you’re entitled to.
Leave a legacy
Know that your hard-earned money and assets will be distributed as you wish, making it easier and simpler for the loved ones you leave behind.
Navigate the aged care maze
Plan now for your latter years, or get help and advice on the financial complexity of the Aged Care system for an elderly parent or relative.
We break things down in simple terms, making sure you grasp the ‘why,’ ‘what,’ and ‘how’ behind all your financial choices.
This way, you’ll feel at ease, empowered, and assured you’re on the right path.
Plus, we enjoy adding a touch of fun along the way!
How it Works
STEP 1
Getting to know each other
At our first (totally free) chat, we’ll discuss where you are financially and where you want to be. It’s a chance to share your goals and dreams. You’ll get to meet the team and learn more about us too.
STEP 2
Making the magic happen
If you decide to go ahead, we’ll delve into your current situation, carefully preparing a realistic financial plan that includes recommendations on how to best achieve your goals.
STEP 3
Sharing your personalised plan
We’ll meet again to present your financial plan and go through it in detail, answering any questions and making necessary changes. We encourage you to take your time to understand your plan and decide if you’re happy for us to put the recommendations into action.
STEP 4
Taking action
Congratulations! You’ve decided to move ahead with the recommendations in your financial plan and are another step closer to achieving your goals. We’ll meet again to complete paperwork and answer any new questions you may have.
STEP 5
Staying in touch and on track
Once you’re in the habit of progressing your financial goals, you may find your needs, objectives and situation changes. Having an annual review* means we can ensure your financial plan continues supporting your money and life goals.
**Review only applies if certain criteria are met. More frequent reviews may be required depending on your personal circumstances.
