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FINANCIAL PLANNING EXPERTS

AT COLLABORATIVE CONSULTING, WE OFFER INDEPENDENT FINANCIAL ADVICE DRIVEN BY YOUR SAVINGS AND INVESTMENT GOALS. BOOK A FREE CONSULTATION WITH OUR AUCKLAND-BASED FINANCIAL ADVISORS AND TOGETHER WE’LL HELP YOU SECURE YOUR FINANCIAL FUTURE.

TOWARDS WEALTH MANAGEMENT

Collaborative Consulting’s Auckland-based financial advisors work with you to set realistic savings and investment goals for life. We know not everyone has time to do the research on investment themselves – that’s our job. We won’t take a punt with your money. We work closely with major academics and financial service professionals across New Zealand and North America to ensure we invest your hard-earned dollars wisely. Through the highs and lows of the global capital markets, we’ve kept our clients on track with their financial goals. Call us for a free two-hour consultation, to set you on a path to invest your money wisely.

Contact us for a free consultation

INVESTMENT THAT ADDS UP

Planning for your financial future isn’t all about numbers, although our financial service providers are really good at those too. It’s about learning what matters to you and creating a financial plan that helps you fulfil your financial goals. We call this ‘Collaborative Understanding’. Our strategy is proven and our independent advice is purely fee-based, which means we don’t accept commission payments from the companies in which we invest your funds. And we’re trustworthy – Collaborative Consulting is independently assessed and certified each year by CEFEX – the Centre for Fiduciary Excellence in Pennsylvania.

More about our investment philosophy

OUR PROMISE TO YOU

Collaborative Consulting’s expert financial advice is personalised to you, to plan for your future. We provide professional, independent investment strategies that meet the highest level of global fiduciary standards. Our philosophy in developing your financial plan is to 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.

More about how we work together
Contact us for a free consultation
More about our investment philosophy
More about how we work together

CLIENT FEEDBACK

“There’s no nonsense with John – if you want to succeed, he will help you do it and in doing so, you will meet and be
assisted by one of the nicest and most professional people I know, who also lives by a set of principles steeped in integrity.
A hard thing to find these days! I strongly recommend you contact John and get to know him. You won’t regret it.”

MANAGING DIRECTOR, DALE CARNEGIE AUCKLAND AND BRS MANAGEMENT