Consortium Private Wealth
Overview
Consortium Private Wealth is a Horsham-based financial advice firm helping locals make sense of their money at every stage of life. With over 25 years in the community, their approachable team offers clear, jargon-free guidance, whether youre just starting out, building a family, or planning for retirement. Theyre known for their practical, down-to-earth style and a knack for making even the trickiest financial decisions feel manageable.
Clients appreciate the personal touch - Consortium Private Wealth takes the time to understand your goals, crunch the numbers, and lay out a plan that fits your needs. From farmers looking to transition off the land to professionals planning for aged care, they support a wide range of people across the Wimmera region. Its the kind of place where you can ask the tough questions and walk away feeling confident about your financial future.
What Consortium Private Wealth offers
Personalised financial planning
Superannuation and retirement advice
Investment strategy and portfolio management
Aged care financial planning
Insurance and risk protection advice
Family wealth and estate planning
Guidance for selling the family farm
Location
24A Darlot St, Horsham VIC 3400
Get DirectionsCustomer Reviews
Customers consistently praise Consortium Private Wealth for clear, personalised financial advice that builds confidence and peace of mind. Reviewers highlight honest guidance that is tailored to their situation, with no pressure or product pushing, and many note leaving consultations feeling reassured and informed. Popular services include retirement planning, property guidance such as renting vs buying, the First Home Super Saver Scheme, salary sacrificing, investing in shares, and practical strategies to maximise savings. Several people also appreciated the helpful initial consultation and the seamless booking-to-consultation experience.
Several reviewers mentioned Rob for his deep expertise, down?to?earth approach and ability to explain complex ideas simply, and many also praised Amy for being friendly, knowledgeable and supportive. People love the educational content on TikTok and YouTube, including live sessions that make financial concepts easy to understand. Overall, it is a trusted, approachable team that helps clients set goals, understand the why behind recommendations and feel confident about their next steps.