W Garton

Rob Goudie, put very simply, makes understanding your finances easy. We are still in control of our funds, but the red tape and the financial lingo is smoothed over for us by Consortium Private Wealth. Rob and his team are ultimate professionals who are amazing to deal with and we could not wish to find better service anywhere. It is so nice to feel we are on track and focused and more in control of our money than ever before. It is easy to write a testimonial for a team that we have true and honest feelings for, that are professional and helpful and willing to go that extra mile. 

My desire to lower the fees of an investment asset and to reduce my ongoing tax costs has been met by the use of your Separately Managed Account (SMA). Your SMA investment structure allows me to own direct Australian and International shares allowing me to follow its progress in more detail while at the same time use your expertise as an investment advisor. 

“Olivia prepared a statement of advice for my wife and myself. Which included better options for superannuation, share investments and insurance. She explained it in such a way that made it easy to understand for us. She was very easy to get along with and very accommodating, i couldn’t recommend her re highly.”

“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. I had used Ashley at Consortium Private Wealth previously and was very impressed by the advice he had provided during my mother’s transition to aged care. I met with Rob and Olivia who were great, taking the time to understand my personal situation and my financial objectives moving forward. They offered me excellent advice during our initial meeting and have followed through as promised with further advice on capital gains tax specific to my situation. Following these discussions, I feel confident in my financial security moving forward and will not hesitate to contact them for further advice in the future. A very professional business and experience – thank you and well done.

“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 that Mum’s existing assets are protected and that she is receiving the maximum Centrelink benefits that she is eligible for.