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.
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M Little
“Rob was extremely approachable and knowledgeable, and, as a result, I was able to learn a great deal. He provided me with excellent direction on where to go with my…
Ian, 65+ years, Horsham, VIC
“I have been a client with Consortium Private Wealth for several years and would have no hesitation to recommend their services to anyone looking at retiring. We have dealt with…
Dyanne, 65+ years, Horsham, VIC
“Ash was very down to earth and friendly, he had excellent listening skills and gave professional informative advice. At no stage did myself and husband feel we were wasting his…
Adrian, 56 – 65 years, Blakeview, SA
“Rob was exactly what my wife and I were looking for – knowledgeable, honest, and able to explain things to us in terms we were able to understand. We will…
Jo, 56 – 65 years, Horsham, VIC
“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.”
Tiarnee, under 35 years, Kaniva, VIC
“Olivia gave me advice on my superannuation. She was very clear with the advice and helped me very much with ways to understand exactly what I’m doing and looking for….