Consilium today for a prosperous tomorrow
At Consilium Wealth Management, we believe a well qualified and experienced financial adviser should play a critical role in the lives of all Australians. From our experience, we understand that some people find financial planning difficult, whilst for others, it can feel completely overwhelming.
We practice what we call ‘holistic’ financial planning advice that aims to provide a service that truly puts the needs of our clients first. We will instigate honest and meaningful conversations designed to identify and understand the heart of your financial goals and objectives for you and your loved ones – today, and tomorrow.
Our advice
Starting out
Understanding your goals from a young age will set you up for a stronger financial future, increasing your confidence and helping you with long-term decision-making.
Half way
Judging your competing financial priorities is daunting, which is why it's essential to have a financial plan in place that is personalised to the needs of you and your family.
Slowing down
No matter what you're experiencing, seeking advice can help you achieve your goals.
Aged care
It’s never too early to plan for the costs of your aged care, and we're here to help you now so you and your family don't need to worry later.
Put your financial house in order
Our approach stems from our fundamental belief that financial planning is not a one-size-fits-all commodity. We recognise that different people require different financial planning advice to suit their individual circumstances.
We also appreciate that, as your life changes, you may wish to adjust your financial plan to reflect new circumstances. Instigating delicate discussions regarding births, deaths, and marriages is just part of our holistic approach to tailor-made financial planning. Where deemed appropriate, we collaborate with your accountant, solicitor and other professionals towards developing tailor-made strategies that aim to align your overarching financial goals.
5 steps to take charge of your financial life
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Get in touch
03 9803 0830
info@consiliumwm.com.au
Tower One Level 8 / 1341 Dandenong Road
Chadstone, VIC 3149