Collective Financial Partners delivers financial services firmly focused on maximising growth.
The result of a merger between respected agencies Bridges Lake Macquarie and WP Partners, Collective Financial Partners’ aim is to help businesses and individuals take control of their financial future. We’re pleased to offer our clients more options, additional expertise, and increased benefits under this exciting partnership.
The financial services offered by Collective Financial Partners reflects the specialist nature of our team. Each advisor is highly skilled in their chosen area of expertise.
When you choose Collective Financial Partners to guide your financial growth, you can be confident of receiving quality advice that has your interests at the forefront.
We invite you to learn more about the services we offer across wealth management, accounting, business advisory and lending.
Our individualised approach to wealth management is centred on a comprehensive understanding of what you want to achieve.
When you engage Collective Financial Partners, you are entering an ongoing conversation about wealth management strategies and the range of options we provide, including:
Collective Financial Partners’ specialist accounting services are delivered by a skilled team of Chartered Professional Accountants.
Both businesses and individuals are catered for in terms of taxation and our audit services provide independent integrity to your financial credentials.
For businesses, we also offer Virtual CFO services to help establish or enhance financial operations to meet the needs of modern business.
Whether you’re thinking about starting your own business, looking at restructuring the family business, or succession planning, our team business advisors are committed to delivering you the strategic guidance required to achieve your goals.
Our specialist services include:
Collective Financial Partners has long and successful professional relationships with several lending institutions and finance brokers.
These relationships ensure our clients do not have to seek out their own finance solutions as part of their overall strategy.
After you’ve explored the wealth management, accounting, business advisory and lending services offered by Collective Financial Partners, we invite you to meet with us to discuss your needs in detail.
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
