With over 20 years experience in the community this family owned and operated financial planning practice offers local convenience with a focus on fostering long lasting client relationships

News & Links

 

Client Events

Annual Client Seminar - 2015 Invitation, 2016 Invitation, 2017 Invitation

Young Investor Seminar - 2016 Invitation 2017 Invitation, 2018 Invitation

 

 

Newsletters and Fact Sheets

Real Value of Investing 

Real Value of Investing (International)

Brexit Article

Centrelink Strategy Sheet - 1 Jan 2017 changes

 

2015 Budget Review

2016 Budget Review

2017 Budget Review

2018 Budget Review


Consultum Connect Newsletter

 

Spring 2015

Summer 2015

Autumn 2016

Winter 2016

Spring 2016

Summer 2016

Autumn 2017

Winter 2017

Spring 2017

Summer 2017

Autumn 2018

Winter 2018

 

Calculators

Savings Calculator

Retirement Funding Calculator

Risk Researcher Calculator

Life Risk Calculator

  

Concessions 

Do you have a concession card such as the Pensioner Concession Card or the Commonwealth Seniors Health Care Card and are unsure exactly what these cards grant? Go to this webpage to find all the concessions you are entitled to. Please note that the information contained on this page is tailored for Victorian residents and is updated by the Department of Human Services.

 

Educational Brochures

Consultum Financial Adviser's series of educational brochures are designed to assist investors to develop a greater understanding of their investment options. The educational brochures provide information on investing, superannuation, insurance, debt management, Centrelink and retirement. Please contact us if you are interested in receiving any educational brochures.

 

Click on the links below to be directed to your online account access:

Consultumhttp://www.consultum.com.au
MLChttp://www.mlc.com.au
Macquariehttp://www.macquarie.com.au/mgl/au
Colonial First Statehttp://www.colonialfirststate.com.au
Perpetualhttp://www.perpetual.com.au
IOOFhttp://www.ioof.com.au/index.do
Challenger

https://www.challenger.com.au

Centrelinkhttp://www.centrelink.gov.au/internet/internet.nsf/home/index.htm
ASXhttp://www.asx.com.au

 

Please note that these links are provided for your convenience. We cannot guarantee the accuracy of the information contained in these websites.

 

Please Click Here to view the Consultum Financial Advisers Privacy Policy.

 

Please Click Here to view Consultum Financial Advisers General Advice Disclaimer.