J Merrett

“He knows his job very clever man helped us from start to finish highly recommended. very confident in his job, would highly recommend to other people”.

“Olivia has given me advice in areas including, self-managed super funds, on tax effective investments outside of super and reviewed my existing life insurance cover to see if it was cost effective and still suited my needs. Olivia was able to explain things to me in a clear way. Through Olivia’s knowledge and experience, I feel very confident that the advice given was right for my needs.

Ashley has provided advice in relation to aged care. I found Ashley to be very knowledgeable and competent and explained the advice and options in a very clear and easy to understand manner. The advice was right for our needs and would recommend Ashley to others seeking similar advice. 

I am an auditor of and mentor to, financial planning businesses throughout Australia. To this extent I have provided consulting services to some 31 Australian Financial Services Licence Holders reviewing the activities of some 800 financial advisers. Occasionally I come into contact with a business whose method of operation deserves particular mention. Consortium Private Wealth in Horsham is one of those businesses. It is worth extracting a comment of mine from my most recent review report. “This is an excellent business, extremely well resourced with excellent support staff and an impressive presentation in the community.” Robert provides both holistic and targeted financial planning advice to suit the wide variety of the needs of his clients in order to help them to realise their personal and financial goals. I have no hesitation in recommending Robert to anyone who seeks guidance in financial matters. 

“After dealing with Rob and Rachael when setting up our investment strategy, I can only urge anyone who is a bit hesitant or intimidated by the process, as was I, don’t be. Rob and Rachael offered an easy-to-understand plan with no pressure or hard sales pitch to sign up. I now know why Consortium, with Rob at the helm, is rated so highly and I look forward to a long and prosperous future relationship.” 

Thank you, Consortium Private Wealth. Your professional, caring and helpful approach, knowledge of building wealth and ability to instil confidence is to be commended. Your finance needs to be managed and understood holistically and I believe CPW deserve a particular mention for ticking all those boxes.