You'll get first class

Personalised Financial Advice

Financial Advice

As a trusted provider of wealth and investment advice to high net worth clients, Collaborative Consulting promises you first class, personalised service and advice that aligns with your goals and values.

Before we invest a single dollar, we invest our time

In order to recommend an investment strategy, we need to understand what matters to you. We need to know where you are in your life journey, how you got there, and where you’d like to end up.

So we start the financial advice process by asking some open-ended questions:

  • What would keep you up at night worrying?
  • Do you want to create and leave a legacy some day?
  • What were your best and worst financial moves? What happened?
  • What would an ideal weekend be?
  • If you didn’t have to work any more, what would you do?

The answers to questions such as these can provide priceless insights for any financial advice we might offer.

As you can see, this is the opposite of ‘selling’

We’re not here to push a prefabricated solution or a particular financial product. As financial advisers, we aim to build a solid plan, aligned with your values and based on tangible life goals. It’s a process that takes some time and effort, but as you know, nothing worthwhile was ever achieved with inadequate planning.

The initial consultation usually takes around two hours, and we don’t charge for this first session. It provides the groundwork for our research and financial planning process, so we can construct a personalised investment strategy.

Over time we’ll revisit that strategy and review your portfolio, to ensure it’s still relevant to your life goals and personal circumstances.

Above all, we’ll make sure you’re on track to achieve your objectives.

Expert

I offer astute, practical advice because I’m an expert with the highest qualifications. I use the right tools and a proven approach to deliver a successful outcome.

Enthusiastic

It feels liberating to work with me because my enthusiasm is infectious – such is my passion for the work I do. No dull, grey, faceless meetings with me… I’m here to inspire success.

Secure

I’m built on solid foundations as an accredited investment fiduciary. I’m also a risk mitigator, so those around me feel protected.

Empowering

Through education and advice, I impart a feeling of strength and control in people’s futures. As your advocate, I help to keep you focused on the goal of financial security.

Principled

I put clients first. I’m honest, fair and trustworthy – essential qualities in a business where people’s livelihoods are at stake. And there’s never a hidden agenda.

Open

I’m a good listener, friendly and easy to collaborate with. Developing close relationships is what drives me, and the closer we get, the better I understand your individual needs.

Interested in our Services?

OUR CONTACT


  • PO Box 106321, Auckland 1143
  • 0800 225 665 (WITHIN NZ)
  • +64 9 4441963 (International)

NEWSLETTER SIGNUP



A disclosure statement relating to the advisers associated with this website is available on request and free of charge.

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