We have found Robert to be a genuine and honest adviser who uses a careful approach to handling our retirement superannuation. He is friendly and approachable, and his manner instils confidence that he is working for the best possible outcome for us.
“Ashley helped me to work through the maze of funding life in the aged care facility and the best strategies to put in place without eroding any savings my Dad had accumulated”
“Olivia has been nothing short of amazing. I am new to investing in shares and Olivia is able to communicate to me in a way that I can understand clearly. I am confident in Olivia’s ability and knowledge to assist me with my finances, and it is always a pleasure to speak to her. Thank you for all that you do.”
“I found Olivia very easy to understand, I wasn’t sure what advice we needed when we first went to see her, but she steered us in the right direction about minimising debt, consolidation of our super funds, and also about an investment with some shares.”
I would like to congratulate you on winning the Services-Professional category at the 2014 Wimmera Business Awards held at the Wimmera Events Centre. This award is a testament to the hard work by you and your team in providing people of Horsham and indeed the region with not only specialist financial planning but also excellent customer service. I am aware, from personal experience, that the team at Consortium Private Wealth are passionate about their business and confident and professional in their friendly approach to clients.
Ash was very down to earth and friendly, he had excellent listening skills and gave professional, informative advice. Ash has life skills that made us feel he understood. We should have done this years ago.