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.

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 [...]

  • Putting a price on happiness

Putting a Price on Happiness

January 20th, 2017|0 Comments

Most people seek happiness. Some economists even think happiness is the best indicator of the health of a society. However, while money can make us happier, studies show that after our basic needs are met, [...]

  • Prosperity Index Score vs GDP - table

True Prosperity

January 15th, 2017|0 Comments

As we begin 2017, we thought it might be appropriate to take a moment to consider how fortunate we are to live in such a great country as New Zealand. A recent reminder of this came [...]


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