• Find out how we can help you through a variety of personal and business-focused fields

    Business Focused Services

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    Financial Advice in the Hunter

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Collective Financial Partners delivers individuals and businesses wealth creation, accounting, advisory and lending advice for growth.

Combining the collective expertise of Newcastle-based entities Bridges Lake Macquarie and WP Partners, Collective Financial Partners is the result of a merge between the two successful businesses in 2021. Our conveniently located offices in Boolaroo and Thornton deliver a range of financial services that assist businesses, their owners and individuals achieve the financial success they desire.

Bridges Lake Macquarie is now called Collective Financial Partners.

Wealth Management

Accounting

Our capabilities mean that Collective Financial Partners can handle all your taxation, auditing, and financial accounting needs, both personal and business-related.

As registered tax agents, our comprehensive suite of accounting services allows business owners to put their focus into what counts – running their business – while we take care of reporting requirements with the ATO.

We also offer businesses our expertise to fulfil the role of a Virtual CFO.

Business Advisory

Whether aiming to establish your own business, looking for a fresh set of financial eyes for a well-established family business, planning succession, or winding up operations, you will benefit from our business advisory services.

Collective Financial Partners has extensive experience in helping clients navigate all stages of business ownership. We also offer comprehensive business valuation services.

Lending

We work closely with our clients to identify their loan and lending needs and make an informed assessment on the most appropriate lending specialist, depending on individual needs.

Collective Financial Partners remains involved, project-managing each step in the process as part of our wealth management and business advisory offering.

Our working closely with lending specialists and institutions is incredibly important to ensure any debts, liabilities or leases are structured correctly from an asset protection, cashflow and tax perspective to avoid costly issues in the future.

Meet with our team

Join us for a complimentary initial consultation. Our advisors will discuss your financial aspirations and consider how Collective Financial Partners can work with you to work towards your goals. This face-to-face meeting is an important first step in making sure we’re the right fit for your individual needs.

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Estate Planning

What’s the difference between a Will and an estate plan?

What’s the difference between a Will and an estate plan? Estate planning and Wills are often used interchangeably however they are two distinct areas. And writing a Will is an integral part of estate planning. So how do you differentiate the two? Estate Planning The primary

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Collective Financial Partners, Home, Collective Financial Partners
Portfolio Administration

The holiday home romance – is it worth it?

Most of us aren’t lucky enough to own a beautiful holiday home to relax in any time of the year. Instead, we choose to relax in a hotel getaway which might have sandy beaches and ocean breezes. And most times, you wish your holiday romance could

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 34 Main Road, Boolaroo NSW 2284

 3 Woodford Place, Thornton NSW 2322 

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