We won’t take a punt with your money. Instead, we’ll work with you to invest your hard earned dollars wisely, based on a proven approach that’s been researched at the highest level.
We work collaboratively to connect major academics and financial services professionals across New Zealand and North America. Through the highs and lows of the global capital markets, we’ve kept our clients on track with their financial goals.
INDEPENDENT, WORLD-CLASS ADVICE
Service is not a random act of kindness – it’s our job. Our independent advice is purely fee-based, which means we don’t accept commission payments from the companies we invest your funds in. Collaborative Consulting is independently assessed and certified each year by CEFEX – The Centre for Fiduciary Excellence in Pennsylvania – based on international standard ISO 19011.
To develop your financial strategy, we start at the end – where you’ve reached your major goals – and work backwards. Using ‘Collaborative Hindsight’ we first design what your life and lifestyle will look and feel like in the future, then develop a goals-driven roadmap to get you there.
We manage emotions, not just money. Because a spreadsheet doesn’t always hold the answers, we take extra care getting to know you first, by listening to your goals and hopes for the future. It’s only then that we develop a bespoke comprehensive plan that gives you control over your financial future.