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.
Informed, reliable, and dependable advice to help grow wealth is at the heart of what Collective Financial Partners strives to achieve.
Our approach to wealth management relies on a comprehensive understanding of your goals. With this knowledge, our specialist advisors combine to create a strategy designed specifically to address your needs.
Whether you need investment or superannuation advice, retirement and estate planning, a dependable portfolio administrator, or insurance packages that best protects your assets, Collective Financial Partners is here for you.
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.
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.
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.
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.
In today’s world, it is crucial to plan for the future and make provisions for unforeseen circumstances. One way to ensure our interests and well-being are protected is by appointing an enduring power of attorney (EPA). An EPA grants someone we trust the legal authority to
Small businesses with an aggregated annual turnover of less than $50 million will be allowed an additional 20% tax deduction for external training courses delivered to employees by registered training providers. The boost applies to eligible expenditure incurred from 7:30 pm AEDT on 29 March 2022 until 30 June 2024.
Award rates of pay and the National Minimum Wage increased by 5.75% It is critically important that all employers review their payroll systems and ensure they are applying the correct rates and Awards. The National Minimum Wage applies to workers not covered by an Award or
Contact Us:
34 Main Road, Boolaroo NSW 2284
3 Woodford Place, Thornton NSW 2322
Liability limited by a scheme approved under Professional Standards Legislation
Collective Financial Partners is a Hunter-based financial advice business managed by a team with over 80 years combined experience in financial services.
This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication.
Collective Financial Advice Pty Ltd ATF Lake Macquarie Group Trust ABN 14 710 648 652
Corporate Authorised Representative No. 1286336
Alliance Wealth Pty Ltd | ABN 93 161 647 007 | AFSL 449221
Copyright 2021 Collective Financial Partners
