“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!”
“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.”
“I met with Rachael because I am concerned about how my financial future is looking and that I have very little to play with. Rachael was super supportive and provided advice on options that are available to me to improve my position now (mortgage) and in retirement. I feel much more in control and capable of making changes.”
If you are looking for quality expert financial advice, coupled with good old-fashioned service and professionalism, then look no further. Rob Goudie and his team at Consortium Private Wealth have far outdone even our highest expectations. Rob has guided us with his excellent knowledge in the financial sector, steering us from small beginnings to growth and security with minimal effort. Rob took time to listen compassionately and gave honest and meaningful advice. Nothing seems too much for Rob, as he even took time to assist us in setting up our business. It’s always good to know who you can trust when the complexities of the business world seem too hard. We look forward to a great financial future thanks to Rob’s guidance. We highly recommend you contact the team at Consortium Private Wealth for expert advice on managing your finances.
“Professional, calm, listened and was supportive of my personal decision making so far. I felt incredibly comfortable discussing sensitive info with Ash in my first consultation. Recommend.”
“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.”
“I have been very satisfied with your service and would be happy to recommend you to any of my friends.”