Thank you, Consortium Private Wealth. Your professional, caring and helpful approach, knowledge of building wealth and ability to instil confidence is to be commended. Your finance needs to be managed and understood holistically and I believe CPW deserve a particular mention for ticking all those boxes.
With the recent passing of my husband, it was hard to know where to turn for advice. Ashley has given me advice in areas including superannuation, investment, and government assistance….
We have found Robert to be a genuine and honest adviser who uses a careful approach to handling our retirement superannuation. He is friendly and approachable, and his manner instils…
“Approaching retirement age, I felt it was important to obtain professional advice regarding my financial situation, particularly in relation to income tax and the opportunities available to me through superannuation….
“Olivia is great to talk to and is very understanding of my current situation. Due to this, she has been able to set my mind at ease and help me…
“We recently saw Ashley for some advice after we had to put my Mum into permanent care. She has dementia. In what is already and absolutely horrific time, my Dad…
“Olivia has given my husband and I advise in relation to a super fund that will shortly cease and the different options available to us for the money accrued. She…