“Olivia has been nothing short of amazing. I am new to investing in shares and Olivia is able to communicate to me in a way that I can understand clearly. I am confident in Olivia’s ability and knowledge to assist me with my finances, and it is always a pleasure to speak to her. Thank you for all that you do.”
With the recent passing of my husband, it was hard to know where to turn for advice. Ashley has given me advice in areas including superannuation, investment, and government assistance. Ashley was adeptly able to explain things to me in a clear way. Through Ashley’s knowledge and experience, I feel very confident that the advice given was right for my needs. Leaving my problems to the professionals is the best. Customer service was excellent too!
“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.”
I was finding it increasingly time consuming to manage our investment portfolio. By engaging Consortium Private Wealth administration and advice service’s it has now resulted in significant time savings, reduced administration, and increased transparency. Easy access via the web site ensures the ability to monitor the progress of our investments and maintain control over our finances without the worry of the day-to-day administration.
After losing faith with my previous financial adviser, a trusted friend recommended I meet with Robert Goudie from Consortium Private Wealth. With Robert’s practical advice and SMSF administration services I now have vastly improved the structure and management of my Self Managed Superannuation Fund. Robert’s direct investment advice and Consortium Private Wealth administration services have not only increased my control and understanding on how my money is invested, but also reduced my ongoing costs when compared to my previous products. I have received consistent ongoing service and have found that having consistent access to Robert and his competent client services team is very rewarding. I can highly recommend Robert and the team at Consortium Private Wealth to provide high quality investment advice and ongoing service.
“Ashley was very informative and professional in his discussion with myself and family members, with regard to financial options in aged care for my elderly mother.”