Collective Financial Partners is a Hunter-based financial advice business managed by a team with over 80 years combined experience in financial services.
We are accountants, financial planners, tax advisors and business strategists whose aim is to help you achieve financial success. Our advisory services are an extremely valuable part of what we do, giving you guidance to effectively manage your finances, develop an effective tax strategy or increase your future profits.
Created in 2021, Collective Financial Partners is the result of the combination of two successful businesses – Bridges Lake Macquarie and WP Partners – to become a united independent brand.
Collective Financial Partners will offer you more options, additional expertise, and further benefits, as well as the same financial specialists that you’ve become so familiar with.
With offices based in Boolaroo and Thornton, we aspire to provide a range of services and quality experience that is in line with your unique financial needs and reflects the communities we operate within.
Our team is made up of financial strategists who strive to make financial freedom a reality, through an informed partnership and a sound strategy. Financial planning is much more than just money management. It’s about achieving lifestyle goals in both the short and long term.
Most importantly, we help people grow their business and protect the wealth they’ve accumulated because, at the end of the day, it’s all about our clients’ financial security. Our role is to provide empowering and innovative solutions that support our clients to achieve their goals.
The Collective Financial Partners team thrives on working with a range of people, from busy professionals and medical specialists to small business owners, family-run businesses and anyone looking to build and protect their wealth and ultimately, their future.
The expertise and integrity of our people are at the heart of everything we do at Collective Financial Partners. Our team love a challenge and genuinely care about our clients’ success.
We look forward to meeting with you soon
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
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