J Moore
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.
“Ash was great to do business with, he, and the team were all excellent. With the advice and support my wife and I were given we felt confident in making our decisions. We will continue to use Ash in the future.”
“Ash was very down to earth and friendly, he had excellent listening skills and gave professional informative advice. At no stage did myself and husband feel we were wasting his time even though we have very little money to play with. His suggestions were firm but made us feel much more optimistic than when we went in. Ash has life skills that made us feel he understood. I would recommend anyone with financial, Centrelink, retirement concerns to see Ash. We should have done this years ago.”
“As a newcomer to investing, Rachael was extremely patient and understanding. I asked her a lot of questions over the phone and by email. Throughout the whole process she always explained the concepts very clearly and demonstrated a deep knowledge of investing. I highly recommend Rachael to any type of investor wishing to reach their financial goals.”
Rob Goudie’s professional, yet friendly approach to his clients is highly recommended. His specialised computer program allows us to check the daily activity of our investment with ease. We are confident in associating our business with Rob, because of his honesty and integrity; we have no hesitation in recommending Rob (and his staff) to implement an effective and compatible ‘financial future’ for you.
“Highly recommend Olivia (and Rob) at CPW. Olivia gave us tailored advice that we will reap the benefits of come tax time. Olivia and Rob gave us an outline of what our retirement earnings will look like and strategies to make this all happen. We will definitely use their services in the future!”
Robert was recommended to us by our accountants when we were seeking a financial adviser. We have been entirely satisfied with the advice and planning he has done for us, and we have appreciated his genuine desire to do what is best for our future. It is always a pleasure to have a chat with Rob as he talks in a financial language we understand. The staff at Consortium Private Wealth add to a friendly and happy environment. We would sincerely recommend Rob & Consortium Private Wealth to anyone who needs financial planning and advice.