Blog 2018-02-02T15:58:16+00:00


Collaborative Consulting is a private wealth management and estate planning company that’s in the business of providing financial certainty for our clients.

Retirement Planning Basics

June 25th, 2018|0 Comments

Many of us dream of a retirement that’s comfortable and enjoyable. Perhaps we envision spending a lot of time with our grandchildren, volunteering at a charitable organisation, or seeing more of the world on travel [...]

Why Financial Success Starts with a Strong Investment Philosophy

May 30th, 2018|0 Comments

The image of financial success looks different to everyone, but we can all agree that a part of being financially successful is fulfilling our own personal financial goals – no matter what they may be. [...]

Developing a Succession Plan for Your Business

April 17th, 2018|0 Comments

Research by Xero has shown that three out of four New Zealand business owners are intending to sell their businesses in order to fund their retirement. However, 30% of these people don’t think their businesses [...]

What Retirees Would Do Differently if They Could Go Back in Time

March 2nd, 2018|0 Comments

Time is a luxury, which is why the adage to spend it wisely exists. However, it’s impossible to make all the right decisions, and often times when we’re asked if we could “redo” or “remake” [...]

The Importance of Financial Planning for Your Business

February 14th, 2018|0 Comments

Before starting any business venture, it’s important to carefully plan its execution and management. This step – financial planning – is crucial to attaining the business’ purpose and objectives. Financial planning is intricately tied to [...]

  • winter update

Winter Update

July 5th, 2017|0 Comments

From April to June 2017 diversified portfolios again delivered generally positive returns, although at a more subdued rate than investors have become accustomed to in recent quarters. For much of the second quarter major markets [...]

  • hindsight bias

Vision Blurred by Hindsight Bias

May 20th, 2017|0 Comments

The financial industry is a magnet for jargon. Some of it can be useful, but some can be downright dumb. Top of the 'dumb' list would be a headline that has consistently appeared in many [...]

  • market movement first quarter 2017

Key Market Movements for the First Quarter in 2017

April 30th, 2017|0 Comments

New Zealand shares +5.08% The local market bounced back from a weak final quarter in 2016 to post a strong start to the year. With improving global growth expectations, still supportive credit conditions [...]

Autumn Update

April 5th, 2017|0 Comments

We are pleased to report that, once again, the markets have delivered another strong positive start to the year. This stretches the winning sequence to eight years in a row - since the Global Financial [...]


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