Wealth management

Your experts in wealth management

Collective Financial Partners’ approach to wealth management is about creating positive, financially stable futures for our clients.

By working in partnership, and with a clear understanding of lifestyle and financial goals, we take pride in establishing a clear path to success.

Our individualised approach to wealth management is centred on a comprehensive understanding of what you want to achieve. With this knowledge, we leverage our range of financial services and extensive experience into a tailor-made, results-driven plan.

Collective Financial Partners have helped hundreds of clients achieve their wealth management goals. We invite you to make an appointment with us to discuss your financial goals.

Wealth management tools

When you engage Collective Financial Partners, you are entering an ongoing conversation about wealth management strategies and the range of options we provide. Below is a brief outline of the services we provide.

A successful retirement doesn’t automatically happen. No matter how far off retirement may be, planning will only help achieve positive outcomes when that time comes.

To plan, you need to know what you want to achieve. What do you hope to be spending your time doing when you’re retired? How much money will you need to comfortably achieve your retirement goals? These questions, and more, are the starting point whenever you’re seeking retirement planning advice.

Life insurance is one of the most sensible decisions you will ever make to protect the things you have worked hard to achieve. Regularly reviewing insurance policies will ensure that your policies and level of coverage suits your individual circumstances and adequately protect both you and your family.

Your life insurance strategy should be on the agenda at every meeting you have with your financial advisor or wealth creation specialist.

To protect your accumulated assets and secure your loved ones’ wellbeing and comfort, estate planning is an essential part of wealth management.

It’s a common misconception that estate planning is another word for a Will. A Will takes effect when you pass away.   An estate plan includes your Will but takes effect at the time it is signed. It’s an important document that makes sure that your assets will transfer to the right people at the most appropriate time. It must be regularly reviewed as it includes nominating powers of attorney, that is those who will manage your affairs in the event you become incapacitated.

Establishing an investment portfolio is a great way to get your money working for you, to help achieve your goals faster. The sensible first step is seeking solid investment advice.

Collective Financial Partners has extensive knowledge and experience in helping identify an appropriate investment mix to suit your needs and goals and help you make the right decisions. The first step to investing is understanding your long and short-term goals.

Aged care financial planning can be a complex issue, and different financial situations will require different strategies.

As financial professionals with specialist experience in aged care financial planning, Collective Financial Partners know how to manage clients and their individual circumstances. Because everyone is different, your aged care needs will be too.

Your financial options need to be considered well before it’s time to action your aged care financial plan. It’s important that you get solid advice that takes into consideration all possibilities.

Seeking professional superannuation advice is vital to ensure you are maximising your retirement nest egg.

What’s important, though, is not to leave it too late in your working life to turn your attention to it. Chances are that during your forties and fifties you will be at your peak earning potential, so it is the perfect time to be saving more and mapping out your future.

By consolidating all aspects of your investment, tax and compliance requirements you get the opportunity to spend more time enjoying the fruits of your financial planning and strategy.

Managing your financial interests demands constant attention and diligent record-keeping. Trusting your portfolio administration to Collective Financial Partners ensures you can be confident that every aspect of the process is professionally managed.

Collective Financial Partners are your specialists in the establishment, administration, and compliance of your Self-Managed Super Fund.

Our team of committed experts take care of all the administration work involved in setting up and administering your SMSF. You are in the driver’s seat, directing us on where you want your SMSF to go. Our role is to help you make informed decisions, provide the expertise in guiding your investment strategy, protect your members and take the burden of paperwork and compliance.

Partner with us today

To begin your journey towards a more rewarding, and certain financial future using an individualised plan based on your goals, make an appointment to meet with one of our wealth management experts.

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