Noel, 65+ years, Dunkeld, VIC

“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.

We feel that Robert has efficiently guided us in a genuine and correct direction regarding our insurance and superannuation needs. We are very pleased with the level of support, kindness and professionalism shown by all staff in the office and would also like to thank you for your constant feedback, communication, and caring advice. 

“Ashley assisted our mother to settle into aged care. He was very professional with his advice and went above and beyond to assist Mum. We are very satisfied with Ashley and would have no hesitation in recommending him to others.”

“I have always found Rob to be responsive and honest, based on his knowledge. I have always been confident in the advice that he has given. He has also been prepared to follow up or to undertake some of the organisational detail, either personally or through the office.”

“Olivia has always been very responsive, professional and pleasant to deal with, giving me great advice re my income protection and financial situation. I am always grateful for her work and all the staff at Consortium Private Wealth. They make you feel welcome, listen and are respectful. I would very highly recommend Olivia and her team to anyone.”

“This was the first time we had seen a financial adviser, and we were not disappointed! Rob was in tune with our situation and gave us advice we will definitely take forward. We felt comfortable to ask any question, and we feel confident moving forward that we are in a good financial position. We would definitely recommend Rob and his team to anyone and will use his services in the future.”