Consilium Wealth Management 21 inkerman, St Kilda, Victoria 3182
About the Business
Welcome to Consilium Wealth Management, located at St Kilda, Inkerman, 21 in Australia. As a trusted institution, we specialize in accounting, finance, insurance agency, and establishment services. We understand that financial planning can be challenging for some and overwhelming for others. That's why we believe a well-qualified and experienced financial adviser should play a critical role in the lives of all Australians.
At Consilium Wealth Management, we practice what we call 'holistic' financial planning advice. Our aim is to provide a service that genuinely puts the needs of our clients first. We engage in honest and meaningful conversations to identify and understand the heart of your financial goals and objectives, both for you and your loved ones, today and in the future.
We firmly believe that understanding your goals from a young age sets you up for a stronger financial future. It increases your confidence and helps you make informed long-term decisions. We understand that judging your competing financial priorities can be daunting. That's why we emphasize the importance of having a personalized financial plan in place to cater to the needs of you and your family.
No matter what financial situation you are experiencing, seeking advice can help you achieve your goals. We are here to assist you in planning for the costs of your aged care. By taking action now, you and your family can have peace of mind for the future.
Our approach is based on the belief that financial planning is not a one-size-fits-all commodity. We recognize that different individuals have different circumstances and require tailored financial planning advice. That's why we take the time to understand your unique situation and provide personalized solutions.
You can find us at Tower One Level 8 / 1341 Dandenong Road, Chadstone, VIC 3149. Consilium Wealth Management is registered under ABN 52 631 873 731, and our Corporate Authorised Representative No. is 1275422.
We are also affiliated with Lifespan Financial Planning, registered under ABN 23065921735 and AFSL 229892. Their office is located at Suite 2, Level 24, 1 Market Street, Sydney, NSW 2000.
Contact us today and let us help you navigate the complex world of financial planning. Together, we can create a secure and prosperous future for you and your loved ones.
Location & Phone number
21 inkerman, St Kilda, Victoria 3182, Australia
Hours open
Monday:
8:30 AM - 6:00 PM
Tuesday:
8:30 AM - 6:00 PM
Wednesday:
8:30 AM - 6:00 PM
Thursday:
8:30 AM - 6:00 PM
Friday:
8:30 AM - 6:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Nick was able to find me a cheaper, better policy than what I had. He managed the process from start to finish, keeping me informed of every step he took as the ultimate professional he is and I couldn't be happier with the result. He cares for his clients and that shows in his attention to detail when it matters, I could not recommend him any higher."
"Nick was professional and provided great advice. I would highly recommend him. 5 star service."
"We are so impressed with Nick's sound expertise, professionalism, strategic vision, and swift mind that can juggle huge amounts of data. He is outstanding in his field - not only for his knowledge, but also for his communication skills. He has a zeal, a passion, and commitment that is complemented by his Masters degree, wide reading, and anticipation of events. Qualities that stand out include integrity and a personal touch. Highly recommend his services"
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