W Garton
Ashley helped me to work through the maze of funding life in the aged care facility and the best strategies to put in place without eroding any savings my Dad had accumulated.
Ashley provided us with very valuable and timely financial advice when our mother moved into an aged care facility as a permanent resident. The information has assisted us to ensure…
“Olivia was very informative and professional in supporting me on my wealth journey. Olivia was able to explain information clearly and made sure I understood throughout our discussions. Olivia displayed…
I was finding it increasingly time consuming to manage our investment portfolio. By engaging Consortium Private Wealth administration and advice service’s it has now resulted in significant time savings, reduced…
“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…
“We have found Rob approachable, encouraging and knowledgeable. We enjoy working with him to achieve our goals. As well as specific advice to clients Rob keeps in touch regularly with…
Robert Goudie has been our financial adviser since he started his. In the early years I was working and now have retired, Robert has guided us all the way. We…