NEW DIRECTION // Meritum Horsham becomes Consortium Private Wealth

Описание: From Tuesday of this week, Meritum Horsham was rebranded and became Consortium Private Wealth.

“After a 13 year relationship with the National Australia Bank owned Meritum, the time has come to set up our own Australian Financial Services Licence called Consortium Private Wealth. Importantly Consortium will have no ownership from institutions such as banks, fund managers, or life insurers which gives us the control we need to provide the common sense outcomes for our clients.” – Rob Goudie, Financial Adviser

We will continue to provide advice services as we have done in the past such as advice on self-managed superannuation funds, investment planning, personal insurance & debt planning and aged care advice.

“For current clients it will be business as usual with no changes to their current investments or policies. Becoming self licensed and separating ourselves from the large institutions is by far the harder and more complex option for any financial planning business, however we have recognised that investors want advice that is free from conflicts of interest and is in their best interests first and foremost.” – Ashley Rowan, Financial Adviser

Please find below our new contact details (with the majority remaining the same).

Consortium Private Wealth Pty Ltd
Phone: 03 5382 3460
Fax: 5381 1347
Office Address: 24A Darlot St Horsham VIC 3400
Postal Address: PO Box 42, Horsham VIC 3402
Website: www.consortiumpw.com.au

Individual staff email addresses can be found in the About section of our new website - http://www.consortiumpw.com.au/about-us/

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To contact us directly please email [email protected] or call 03 5382 3460. We're here to help!