J Moore

“Thank you, Ashley. 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 Ash deserves a particular mention for ticking all of those boxes.”

“Olivia has always been very responsive, professional and pleasant to deal with, giving me great advice re my income protection and financial situation. I am always grateful for her work and all the staff at Consortium Private Wealth. They make you feel welcome, listen and are respectful. I would very highly recommend Olivia and her team to anyone.”

“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.”

Having been to a number of financial planners in the area, looking for one which suited us, we met Rob Goudie. A few things really stood out about Rob. Rob encourages learning and has an obvious passion for the share market. Rob has been a great support and resource to us. The advice we got was perfectly suited to us. As a young couple, he gave us advice which suited our plans, goals and stage of life. The rest of the staff at Consortium Private Wealth are friendly and are a pleasure to deal with. I am a big fan! 

I was finding it increasingly time consuming to manage our investment portfolio. By engaging Consortium Private Wealth administration and advice services it has now resulted in significant time savings, reduced administration and increased transparency. Easy access via the website 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. 

We have nothing but praise for Rob and the team at Consortium Private Wealth, their efficient, professional service is very impressive and have certainly had no hesitation in recommending other family members to seek their advice and guidance.