Consortium Private Wealth
Whether you’re just starting out, juggling a career and family, or have a lifetime of experience behind you, knowing the best way to manage your money can be tricky. How much is enough? Should we buy…? Is our money going to run out? How on earth will the kids be able to secure their own home? It can feel like you’re trying to tackle a puzzle without the picture to guide you. The good news is you don’t have to piece together your financial life alone. Consortium Private Wealth helps you find your financial footing and plot your path to financial security.
Why we do what we do
We’re a diverse team of professionals with a wealth of life experiences, brought together by wanting to make a difference in people’s lives.
It’s not just about crunching the numbers, although, as money geeks, we enjoy that side.
Our shared purpose is to give you confidence so you can live a fulfilling life unburdened by money worries.
And we’re privileged to do that in this gorgeous part of Australia. We love giving back and doing our part for the Wimmera region community.
We’ve been around a long time and we’re here for the long haul.
Consortium Private Wealth’s history dates back to 1998. We’re proud to have been a beacon of financial stability in the Wimmera Region with an unparalleled commitment to our clients (some of who have been with us from the start).
We build long-lasting relationships with our clients, cheering them on as they achieve their goals, and providing a steady hand during bumpy times.
We keep it simple but get results.
We untangle complexity, focus on what’s important to you, and deliver results that matter. We explain everything in plain english, so you’ll understand the why, what and how of your financial decisions. No fluff. No jargon.
We listen.
Our clients trust us with their hard-earned money, and we don’t take that lightly. That’s why we take the time to ask a lot of questions and to listen. We want to know what keeps you awake at night and what you want to achieve in life.
We’re here for you.
Your confidence in your financial decisions is our top priority. So, whether it’s a big concern or just a quick question, remember we’re just a call away. Always.
We’re flexible with technology.
We embrace flexibility in our communication methods to suit you. Whether you prefer virtual meetings or you appreciate receiving correspondence in the post, we’ve got you covered.
Address: PO Box 42, Horsham VIC 3402, Australia
Phone: +61 03 5382 3460
