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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Janice, 65+ years, Natimuk, VIC
“Ashley was very conversant with Aged Care fees and expenses. We thank him for his reassurance of our mother’s position was the right fit for her now.”
G & C Werner
On the suggestion from our accountant that we needed a financial health checkup, we were directed to Rob Goudie at Consortium Private Wealth. Rob took the time to listen to…
Greg, 65+ years, Quantong, VIC
“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…
J McCredden
After a lifestyle change of direction several years ago, we found our family looking around for financial advice on succession restructure of the family business and private investments. We interviewed…
Kathryn, 56 – 65 years, Nhill, VIC
“Thanks Rob for your advice.”
Rob, 56 – 65 years
“Rob’s first-rate advice and service has assisted us greatly with the planning, setup and management of our finances for retirement. Highly recommended.”