We’re called Collaborative Consulting because that’s what we do: collaborate. In other words, we work in partnership with our clients to deliver investment returns that meet their real-world requirements. Based in Auckland, we provide financial advice and financial planning services throughout New Zealand. We start by understanding your unique situation and throughout the process we aim to deliver certainty.
Financial Planning Experts
Goals-driven, impartial financial advice that
empowers you and secures your future.
How We Work With You
Your First Consultation is Free
Your position in life, your current mix of assets and investments, your goals and life plan – all these things are unique to you. There’s no such thing as a standardised investment solution so we take the time up front to really get to know you.
We want you to share all the information you feel comfortable sharing, and to ask any question that’s on your mind. So we start with a two-hour consultation at no cost to you.
Your Personalised Financial Plan
Once we understand your requirements there’s a lot of work behind the scenes. Our Financial Planners will look at a broadly diversified range of investments to deliver the outcomes you require – whether you’re looking to build an asset base to retire on, or invest your funds to deliver the annual income your lifestyle needs.
We provide evidence-based advice, based on award-winning processes that are scrutinised by independent experts. And we present it to you in a detailed plan that’s written in plain English, with the opportunity to explore every angle.
Stay on Track with Regular Reviews
Your financial plan is a strategy based on assumptions. But what say the assumptions change? What happens if, a few years down the track, you decide you’d like to retire early, start a new business or upgrade your home? You may have more appetite for risk, or less. Let’s see what that means for your asset base.
We stay in touch with all our clients and offer an annual review at no cost. We won’t be looking to sell you anything – we simply want to make sure your financial plan still matches your financial reality and your ultimate objectives.
The Collaborative Consulting Difference
Experience + Independence + Transparency.
Our Managing Director, John Milner, has over three decades of experience in personal and business finance. He and his team hold high-level qualifications and are accredited with respected industry bodies. Our operations are overseen by an investment committee of independent experts who guide our advice.
Transparency is the ultimate test. Investment decisions can be complex, with a huge range of local and overseas vehicles to build and protect wealth. It’s important to understand exactly what you’re getting into, so we communicate clearly and take the time to answer all your questions. We can personally explain every investment we recommend – so ask away.
Our Clients Say
- “I’ve known John for some time now as part of my business networking group. From the start I have been impressed by John’s professionalism and his knowledge base."
- John is the consummate professional in the Financial Planning and Investment sector. He has walked the talk, having successfully grown and led businesses to achieve dramatic results.
