Michelle, 56 – 65 years, Horsham, VIC
“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.”
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Alex, under 35 years, Horsham, VIC
“I had a great first meeting with Amy. She was warm, easy to talk to, and explained concepts in words that made sense to me. She was patient and able…
Peter, 65+ years, Strathmore, VIC
“Ashley has a very positive communication style when dealing with clients. He is very personable and demonstrates real empathy when dealing with what are often stressful and complex issues. He…
P & M Smith
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…
L McCredden
After reaching a crossroad in my financial life I felt the need to consult with a Financial Advisor, and not knowing which way to turn, Robert’s name was mentioned. Having…
B & K Warren
All my experiences with Robert and Ashley have been very good, and with Robert organising my retirement plans has been very rewarding over the years. Ashley has been very helpful…
Greg, 65+ years, Castle Hill, NSW
“A Heartfelt Thank You to Rob My wife and I, aged 70 and 67, want to extend our sincere gratitude to Rob for his time on the phone yesterday, the…