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
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.
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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Contact Us:
34 Main Road, Boolaroo NSW 2284
3 Woodford Place, Thornton NSW 2322
