Investing

Consortium Private Wealth Pty Ltd

6 Reviews

call business 1800 009 533

24A Darlot St

Horsham, VIC, 3400

VISIT WEBSITE

24A Darlot St

Horsham, VIC, 3400

Consortium Private Wealth Pty Ltd

Common Sense Investing

We are passionate about working with motivated investors who love having control and input as to how their money is invested for their future. And in case you’re wondering … no, there are no “get rich quick” schemes. The advice we give is based on common sense that gets results. No fluff, no hype.
As an individual boutique dealer group we have the flexibility to offer a truly diversified range of investment options, enabling the provision of first class, comprehensive solutions for your wealth accumulation and retirement planning needs.
(*formerly Meritum
...read more

Contact details

Visit website Email this business
(03) 5382 3460 1800 009 533
(03) 5381 1347
616250965

Services

  • Investor Events
  • Rollovers
  • Retirement Planning
  • Portfolio Management
  • Asset Management
  • Consulting
  • View more (3)

Opening Hours Detail

  • Appointments Available
  • Closed Public Holidays

Payment options

  • Cheque
  • Cash
  • EFT

REVIEWS (6)

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majella00
OVER 11 years AGO

We recently approached Rob to overview our financial position after moving to Horsham from interstate and never really having a good handle on where we would be if the worst happened. We found Rob and his team to be very friendly, helpful and treated us with respect when our "financial intelligence" was lacking. Their attention to detail and common ...read more

henty02
OVER 11 years AGO

"We were fortunate enough to be referred to Rob Goudie by our long term accountants. We required specialist advice and urgent assistance to develop and implement a succession plan to restructure the family farming business. Recommendations were also needed to assist us in gaining aged care for a loved one in the ...read more

lmmaybery
OVER 11 years AGO

"After many shopping sprees to find a financial manager that we felt comfortable with we selected the Meritum Financial Group. We have found Robert and his team to be extremely friendly and courteous and easy to ...read more

janice08
OVER 11 years AGO

"Robert has been our financial adviser since he began his business some years ago. He was extremely helpful when we retired from farming and when I introduced my mother to Robert she was also impressed with his friendly and professional ...read more

AJWilson1
OVER 11 years AGO

Would you like to get into the stock exchange or setup a Self Managed Super Fund but feel like it is all numbers and scary to attempt yourself? Do you wish you had someone who was on your side wanting you to do well? Then Rob and his team can make these things easy to understand and all you have to do is ...read more

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