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Financial planning for business owners and individuals

Collective Financial Partners offers financial planning for business owners and individuals who want to grow their wealth, plan for their financial future, build their business, and protect what they’ve got.

Our years of experience in financial planning and accounting has exposed us to a range of different clients and financial circumstances.

We often work with small business owners, engineers, doctors, school principals, busy office-based professionals, lawyers, architects, construction workers – the list goes on!

Our key services include wealth management, accounting, business advisory and lending. Each area is diverse, but our team are specialists who are highly skilled in their chosen area of expertise.

Do any of the below scenarios sound familiar to you? If so, let’s chat. Together we can determine how best our team can help.

Clients we work with:

  • are concerned about their financial well-being and aspire to get their financial life in order
  • want to build wealth but don’t know how to start, what to do, and have little to no time to think about it
  • earn a good income, yet don’t really understand their cash flow and where their money goes
  • are thinking about retirement but don’t know how much they need to retire and what options are available to them to transition to retirement
  • have financial complexity in their lives and need assistance in solving problems and making plans
  • may have experienced a redundancy and are looking to shore up their future
  • have plans to start or sell a business and want to ensure the right financial decisions are made at the outset
  • have experienced the death of a spouse and need to ensure their financial stability
  • are planning to or already have children and want to make plans for the future of the family.

Contact the Collective Financial Partners team

We offer a complimentary initial consultation to review your individual circumstances, talk about your future and determine if we are the right financial planners for you. Whatever your circumstances, we encourage you to get in touch.

Contact us today

Collective Financial Partners is a Hunter-based financial advice business managed by a team with over 80 years combined experience in financial services.

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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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