“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.”
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 was able to give me advice on how selling my business would affect moving onto a full pension and how it would affect the pension bonus scheme my wife and myself are on along with other related matters. Ashley was able to explain things in a clear way and I am confident the advice given was right for my needs. I received his full care and attention.”
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.
“Rob’s first-rate advice and service has assisted us greatly with the planning, setup and management of our finances for retirement. Highly recommended.”
Robert and his team at Consortium Private Wealth were a great find for us. When looking for advice on financial planning, we were immediately put at ease by Robert’s professional manner, degree of understanding of our needs and his helpful advice on how best to achieve our goals. Robert took the time to fully understand our position and continues to give us valuable advice and insight into the best way to achieve our goals. We would happily recommend Robert and the Consortium Private Wealth team in Horsham to anyone looking for personalised financial advice.