Our professional team of Financial Planners, Accountants and Support Staff have your financial wellbeing firmly in focus. Each of us is personally invested in helping you to reach your financial and lifestyle goals.
Our team combine their expertise in retirement planning, superannuation advice, personal and business taxation, auditing, business establishment and structuring, and lending to help our clients grow their wealth and provide financial security for them and their families.
The Collective Financial Partners commitment to you is to deliver peace of mind knowing that your advisor is there to help you grow and protect your wealth to ensure your lifestyle goals are met.
Our team of skilled professionals includes financial planners, chartered accountants, paraplanners, tax agents, registered auditors, and Justices of the Peace. Behind every financial professional at Collective Financial Partners stands a highly-skilled, experienced, and educated support team.
We look forward to welcoming you to our conveniently located offices in Lake Macquarie – 34 Main Road, Boolaroo – and in the Hunter Valley – Level 1, 3 Woodford Place, Thornton. Alternatively, we offer video conferencing services to our interstate and regionally based clients. In the meantime, you can learn more about our team and the expertise we deliver.
Contact us today to see how we can help you.
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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