About Us

Financial advice to help grow your business and personal wealth.

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.

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?

Our Services

Helping you grow and secure your wealth.

Wealth Management

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

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.

Business Services

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

We also offer comprehensive business valuation services.

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.

Let’s catch up for a free chat.
How can we help you?(Required)

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.

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