About Us

Financial advice to help grow your business and personal wealth.

Get in Touch

Collective Financial Partners is a financial services business based in Thornton, NSW.

We are accountants, financial planners, tax advisors and business strategists whose aim is to help you achieve financial success and security.

Our team has over 100 years collective financial experience – and we’re still growing, thanks to clients like you.

We thrive on being the trusted advisor for anyone looking to grow and protect their wealth, from busy professionals and medical specialists to small business owners and family-run businesses.

Our core values of full transparency, absolute integrity, and genuine care for our clients and each other sit at the heart of everything we do.

We’re here for people like you

Through our extensive experience in financial planning and accounting, we’ve had the privilege of working with an incredibly diverse range of clients.

From small business owners, engineers, and doctors to school principals, busy office professionals, lawyers, architects, construction workers, and tradespeople, we’ve helped them to grow and thrive!

And distance is no obstacle. Our clients come from across Newcastle and the Hunter, around Australia, and even overseas.

Get the power of proper financial planning working for you.

We know from long experience that professional financial guidance can make a dramatic difference in helping you achieve your financial goals and dreams.

We also know that you might not fully understand what a professional financial planner does and how that can benefit you.

So, let’s start with this quick quiz.
  • Are you concerned about your financial well-being and want to get your financial life in order?
  • Do you want to build wealth but don’t know where to start?
  • Do you earn a good income but don’t really understand your cash flow and where the money goes?
  • Are you thinking about retirement but don’t know how much you need to retire and what options are available to transition to retirement?
  • Do you need help with complex personal or business financial arrangements?
  • Have you experienced a redundancy and are looking to shore up your future?
  • Do you have plans to start or sell a business and want to ensure the right financial decisions are made at the outset?
  • Have you experienced the death of a spouse and need to ensure your financial stability?
  • Do you want to ensure your family’s financial security?
If you answered ‘Yes’ to any of the above, we should talk.

Let’s begin with a complimentary, no obligation consultation. This is your chance to have all your questions answered, to get to know us, and for us to get to know you.

We look forward to hearing from you.

Our Services

Helping you grow and secure your wealth.

Financial Planning

Collective Financial Partners is here to help you grow through reliable investment, superannuation, retirement, estate planning, portfolio administration, and insurance advice.

Grow with us

Accounting

Collective Financial Partners can handle all your personal and business-related taxation, auditing, and financial accounting needs.

Need a Virtual CFO? We can do that, too.

Grow with us

Business Advisory

Collective Financial Partners has the skills and experience to help you navigate all stages of business ownership.

We also offer comprehensive business valuation services.

Grow with us

Lending Services

Our specialist Lending team is here to give you the best possible advice on all your home, commercial, and small business lending needs.

Grow with us
Let’s catch up for a free chat.

How can we help you grow?

Meeting in person, or online if that suits you better, is the best way to figure out if we’re the right fit for you. Just email or call us to get the ball rolling.

Call 02 4050 0900
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