Common sense financial advice for all stages of life.
You work too hard to leave your financial life to luck.
Whether you’re just starting out, juggling a career and family, or have a lifetime of experience behind you, knowing the best way to manage your money can be tricky.
How much is enough? Should we buy…? Is our money going to run out? How on earth will the kids be able to secure their own home?
It can feel like you’re trying to tackle a puzzle without the picture to guide you.
The good news is you don’t have to piece together your financial life alone.
Consortium Private Wealth helps you find your financial footing and plot your path to financial security.
Control
See the big picture and know with confidence how and when you’ll get there.
Comfort
Sleep better at night, feeling reassured your finances are on track.
Certainty
Enjoy your life now, and look forward to what’s ahead.
Guiding you in the right direction
In today’s chaotic world, it’s easy to feel overwhelmed by the noise of the headlines and the constant buzz of what everyone else is doing.
Based in Horsham, Victoria, our experienced and community-focused team filters out the distractions to provide straightforward advice.
We believe in simplicity: no needless jargon or flashy terms. Instead, we explain everything in plain english, ensuring you understand the ‘why,’ ‘what,’ and ‘how’ of every decision.
We’re here for the long haul to celebrate the wins, to support you through life’s ups and downs and as a steady hand in bumpy markets.
Our clients tell us they appreciate our warm, personal approach and value that we’re the first port of call for all the moving parts of their money.
Locals helping locals from all walks of wealth
With a history in Horsham spanning over 25+ years, we help take the guesswork out of your finances.
Whether you’re a business owner, farmer, professional, tradie, teacher, or community worker, let’s get your money working for you and the life you want.
Getting a head start
Maybe you’re saving for a house deposit or want a road less travelled. Either way, taking control of your finances early on means you can take full advantage of opportunities that come your way.
Mastering your money
You’re achieving your career goals and reaping the rewards. Now’s the time to maximise the value of your salary and lay the groundwork for financial freedom so you can do what you want when you want.
Building a family-friendly future
You’ve worked hard to build up some equity in your home and are ready to make the happy chaos of family life less stressful by setting up your finances in a way that serves you now and down the line.
Selling the family farm
The promise of not waking before dawn or working seven days a week is on the horizon. Make the most of your next chapter and feel reassured you’ve got enough money to enjoy life now and last you into the future.
Planning for the right retirement
The family is grown, and you’re thinking about what’s next. Boost your retirement savings and tax benefits in the final years of working so you can be confident your golden years will be everything you want.
Living your best life in retirement
Whether you want to go wild, are looking forward to a more relaxed pace, or want to leave a legacy, be sure you’re managing your money and entitlements in the best way possible.
Planning for aged care
No one wants to be a burden to their family. And while you may never need aged care, it’s nice to know you have the option and the money to afford the best care available.
Feel secure, happy, and comfortable about your financial decisions.
1. Let’s get started
Contact us to arrange a time for a complimentary meeting with one of our financial advisors.
2. Clear path forward
We crunch the numbers and give you a plan and structure for your money.
3. Financial confidence
Go forward knowing your money is working for you now and in the future.
EBooks
Investing Insights eBook
Are you overwhelmed by the complexities of the investment world? “Investing Insights: Your Essential Guide” is here to simplify the…
Podcasts
Australia’s Help to Buy Scheme: Is It the Right Path to Home Ownership?
Could a 2% deposit really help you buy a home sooner, or encourage you to buy before you are financially…
