Jeffrey, 65+ years, Horsham, VIC

“I have been very satisfied with your service and would be happy to recommend you to any of my friends.” 

“I was sceptical when my husband said we were going to drive for a couple of hours to see a financial adviser he found on the internet. What a pleasant surprise. Right from the moment we were greeted by Jess to meeting Rob and Amy. The service was second to none. Rob is extremely knowledgeable and very easy to communicate with. He took the time to listen to our story and respond with ideas that made us feel safe in our decisions. It was well worth the drive. We will definitely be back for more advice in the future. Thank you so much for being approachable and making us feel important.”

“Highly recommend Rob; has a great understanding of investments, options available and different tax structures. Thanks”

As clients of Consortium Private Wealth, we find Robert to be very honest and professional when dealing with our finances. He is always accessible and prepared to listen to the client’s queries and concerns. Robert has worked with our accountant to give advice regarding the set up our Self Managed Super Fund and designed a portfolio which best suits our needs. Robert’s advice has given us tax advantages, investment flexibility and more control than we might otherwise have had. We have dealt with Robert for the last 15 years and have no hesitation in recommending his financial services. 

“Olivia is very personable and very easy to talk to and, like all the staff, is very happy to drop things to have a chat and answer any questions and/or gather information for a longer consultation. She gives you the time of day. She explains things slowly and clearly and, if necessary, will re-explain until you have a clear understanding. Thank you, Olivia!”

“Robert’s friendly nature and enthusiasm inspires us. He gives us confidence and the results of our investments are showing this positive trend. We are very happy to continue working with Robert.”