Investment Management
Growing and protecting your wealth through disciplined, globally diversified investment management — tailored to your goals and actively managed for the long term.
Your investments, actively managed and working harder for you
Planning and managing investments can be challenging. While it can seem straightforward on the surface, you may have many questions — and the stakes are too high to get it wrong.
Are you too highly concentrated in property or a single business? Have you got a clear mix of different asset types? Are you unsure how to start building a portfolio that genuinely works for you?
With over 30 years’ experience navigating New Zealand and global investment markets, we know what works and what does not. Our clients are invested across more than 45 countries, and we bring that institutional-grade expertise to every individual portfolio we manage.
What's Included
Effective investment management is not about chasing returns — it is about building a strategy that will achieve your goals and weather all market conditions.
We provide direct access to John Milner, a Certified Financial Planner (CFPcm) with over 30 years’ experience, supported by independent research from global giant, Morningstar Research.
Bespoke portfolio construction
Every portfolio we build starts from scratch based on your goals, timeline, risk tolerance, and tax position. We do not put clients into off-the-shelf model portfolios.
Access to global investment markets
Through our research partnership with Consilium, we provide access to investment opportunities across more than 45 countries — giving your portfolio genuine global diversification.
Institutional research
Our investment decisions are supported by independent research from Morningstar Research Inc. Based in Chicago, Morningstar is a global leader in research and the preferred research partner by all leading fund managers in globally.
Proactive monitoring and rebalancing
We monitor your portfolio continuously and rebalance when market movements or your circumstances require it — not just at annual review time.
What people say about Collaborative Consulting
“I got to know John whilst working with him in developing his company’s brand principles to strengthen the emotional connectedness with his clients. During this period, I gained a deep understanding of John’s ethics and strong desire to help people both through the good times and the bad times.
His strongest desire is to make a tangible difference for his clients and future generations of their family. John has a strong sense of family, he believes strongly in wanting to contribute back to the community.
I can honestly say I have not met a financial adviser where money is not the financial driver for him, it’s much more personal, it’s about making a difference. I’d recommend anyone who wants certainty in their financial investments talk to John.”
Michael Major BA (Hons) MDM
Property Development Consultant, Future Proofing Strategist
“John is the consummate professional in the Financial Planning and Investment sector. He has walked the talk, having successfully grown and lead businesses to achieve dramatic results. Through it all, he has helped people reach their personal and professional goals and engages with them comprehensively to ensure they achieve what they need to.
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.”
Warren Cummins
Managing Director, Dale Carnegie Auckland and BRS Management
“Choosing someone to look after your money is an important decision especially if you are like me and have no idea about investments.
When I left my marriage I had money from the sale of the house. As I was now on my own financially I understood that I needed to ensure that not only was my money going to be safe but would also be working for my future.
I met with a few financial advisers but none of them really instilled me with confidence. I was feeling a bit lost and frightened about making the wrong decision.
Pam Martin
Arbonne Independent Consultant
“We are all specialists in our own area of business. We love referring our clients to an equally dedicated specialist, John Milner of Collaborative Consulting Ltd.
John has been able to help our clients leverage and re-invest their hard-won gains, made both personally, and in business. John has been working in his area of Investment Expertise for a long- time, so has ridden all of those waves in the marketplace. He is committed to helping clients mitigate their investment risk, and in these days and times, his level-head and thorough but relatable approach to Investment are exactly what we all need.
He makes investing simple, effective and takes the worry away.”
James Kelso
CPA, Director, Kelso Marsh Consulting Ltd
“I have known 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 takes what he does seriously and is quite clearly very dedicated to serving his clients well.
I have no trouble recommending him to anyone in need of sound financial advice.”
Rory Laubscher
Corporate Photography Specialist Firefly Photography
Our Process
As When you work with us, we use our proven 3-step system. By understanding your situation and the goals you want to achieve, we work out a unique plan to help you get there smoothly.
As financial planning professionals, we use the globally recognised 6-step process, to “know our client” before proceeding.
Investment management built around you
Countries our clients are invested across, reflecting the global diversification we build into every portfolio.
We are here to help you maximise your returns and make your money work hard for you. By understanding your situation and the goals you want to achieve, we can work out a unique plan to help you get there smoothly.
Frequently Asked Questions
Have a question about investment management? We’re happy to discuss your situation — get in touch.
What does investment management actually involve?
Investment management involves building and actively overseeing a portfolio of assets — shares, bonds, property, and other investments — with the goal of growing your wealth while managing risk. We handle the research, decisions, and ongoing monitoring on your behalf.
How do you decide where to invest my money?
We start with a thorough understanding of your goals, timeline, and risk tolerance. We then work with our investment research partner Morningstar Research to identify opportunities across global markets. Every portfolio is built specifically for the individual — not off a shelf..
What is the minimum investment amount?
We work with clients across a range of investment sizes. The right starting point depends on your situation and goals. The best way to find out if we are the right fit is to have an initial conversation with no obligation.
How often do you review my investment portfolio?
We conduct regular scheduled reviews and also monitor portfolios on an ongoing basis. If market conditions or your personal circumstances change in a way that warrants action, we will contact you proactively — we do not wait for annual review dates.
How is your investment approach different from a KiwiSaver or managed fund?
KiwiSaver and standard managed funds offer one-size-fits-all solutions. Our investment management is genuinely tailored to you — your goals, your tax position, your timeline, and your preferences. You also have a direct relationship with the person managing your money, not a faceless institution.
Do you work with clients across New Zealand?
We are based in Auckland but work with clients across New Zealand using video calls, phone, and email. Distance has never been a barrier to providing quality investment advice.
What is the first step in working with you?
It starts with a conversation. We will explore your situation, what you are trying to achieve, and whether we can genuinely add value. There is no obligation and no pressure — just an honest discussion.