Our Services

Helping you grow and secure your wealth.

Financial Planning

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

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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.

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Business Advisory

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

We also offer comprehensive business valuation services.

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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.

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Let’s catch up for a free chat.

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.

Call 02 4050 0900

View our latest news and insights

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News & Articles

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02 / 04 / 2025

Collective View – Federal Budget 2025-2026

Our technical team has reviewed and analysed the Federal Budget announcements. In this Collective View, we explain these measures and how they might affect your advice strategies.

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Financial Advice

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19 / 03 / 2025

Boost Your Future: Ten Benefits of Extra Super Contributions

While your employer must contribute to your super, adding more yourself can make a big difference. Here’s why making additional contributions to your superannuation is a smart move.

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