Consortium Private Wealth

01/09/2026

We plan our holidays, our bills and even our grocery shopping. So why do we put off planning for our financial future? 🤔

Whether you're saving for a home, starting a family or preparing for retirement, having a strategy can help turn financial goals into something achievable. 🎯

Planning for financial success starts with a strategy. Discover how saving, managing debt and investing can help you work towards your financial goals.

25/08/2026

When meeting a new client, a financial adviser’s first priority is to listen. It’s about understanding their goals, relationship with money and what they want life to look like, before moving into the numbers and technical advice.

25/08/2026

Think property investment is all about whether prices go up or down? 🏠

There are plenty of other risks worth considering, from rising interest rates and unexpected costs to rental vacancies, changing tax rules and relying too heavily on capital growth.

Our latest insight explores the risks property investors can overlook and how to build a more resilient investment strategy.

Discover the biggest risks property investors tend to ignore, from changing tax rules and interest rates to cash flow, rental income and diversification.

20/08/2026

Think you need to hit a certain number before you can retire? 🤔

You might be looking at retirement the wrong way.

💬 In our latest video, Amy Lehmann and Rob Goudie unpack some of the biggest misconceptions around retirement, including why your super balance isn't the only thing that matters.

How much do you really need to retire? And is your super balance th...

18/08/2026

💙 We’re grateful for your trust and pleased to hear Ashley and the team have made your experience smooth and professional.

18/08/2026

Thinking about buying your first home? 🔑🏘️

The Help to Buy scheme could make entering the property market more accessible, but there are important considerations beyond the lower deposit.

From eligibility and government contributions to the ongoing obligations involved, it's worth understanding the bigger picture before deciding whether the scheme is right for you.

Discover how the Help to Buy scheme works, including eligibility, deposits, government contributions and potential risks for aspiring homeowners.

14/08/2026

Working from home feels like a win. But could there be some hidden downsides? 🏠💻

No commute. More flexibility. And, for many people, a better work-life balance.

But working from home can also raise questions around tax, career progression, job security and insurance.

Some of these consequences may not be obvious until they start affecting your finances or future plans.

Our latest blog looks at some of the hidden risks of working from home, and why it’s worth thinking beyond the immediate benefits.

Explore the hidden risks of working from home, from tax and career impacts to job security and insurance, and learn how to protect your future.

13/08/2026

Your super could be working harder for your future. 💰

Discover 5 proven ways to protect and optimise your superannuation, from reviewing fees and investment strategies to exploring asset allocation and estate planning.

📘 Download our Superannuation Cheat Sheet today >> https://www.consortiumpw.com.au/super-cheat-sheet-ebook/

11/08/2026

Thank you, Luka, for the kind words! 🙏

We’re glad Rob could help bring clarity to your goals and give you greater confidence in managing your income and financial future.