Geoff, 56 – 65 years, Horsham, VIC

“We are very happy with Ash’s advice. Aged care is such a complex area and Ash has helped us enormously with detailed analysis. He has certainly helped with the transition of mum into aged care. We are most grateful for his help and advice.”

“Ashley has a very positive communication style when dealing with clients. He is very personable and demonstrates real empathy when dealing with what are often stressful and complex issues. He demonstrates a broad range of skills and understandings across many areas and was most helpful to me with sorting out my aged care/taxation problems.”

The important thing for us was to find some flexibility which allowed us to secure our lifestyles appropriately whilst not being too damaging to our weekly financial allowances. After working closely with Ashley, the suitable services were found. The process which Consortium Private Wealth developed to work with us allowed us to feel comfortable and confident throughout. We were continuously communicated with and provided with a number of options which allowed us to achieve a very satisfactory outcome. We continue to be impressed with the professionalism of the Consortium Private Wealth team and we look forward to continuing our relationship and are comfortable in recommending others to also turn to Consortium Private Wealth for their financial solutions. 

“Olivia gave me advice on my superannuation. She was very clear with the advice and helped me very much with ways to understand exactly what I’m doing and looking for. Also giving me many tools to learn about it all. I couldn’t recommend Olivia enough, she was great to work with!”

We were fortunate enough to be referred to Rob Goudie by our long-term accountants. We required specialist advice and urgent assistance to develop and implement a succession plan to restructure the family farming business. Recommendations were also needed to assist us in gaining aged care for a loved one in the family. Rob’s knowledge of the aged care industry, farming business and the Department of Veteran Affairs enabled a fair and speedy transition to aged care. Rob negotiated with a number of relevant parties on our behalf. His persistence and professionalism in dealing with often bureaucratic third parties ensured the best result. We’d have no hesitation in recommending Rob’s services. 

“Rachael was fantastic in giving salary sacrifice advice. This allowed me to consider strong financial options in relation to being a ‘first home buyer’ and a pathway to creating a deposit for a house.”