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.
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.