We take away speculation and

Replace It With Education

Financial Education

There’s no need for our clients to become experts in investment strategies – that’s our job. But rest assured, we will take care to explain the factors that affect your wealth and equip you with the information you need to make intelligent decisions.

The investment strategies we recommend are based on decades of experience, sophisticated modelling, independent review and personalised service. All in the cause of delivering full market returns to our clients – year after year after year.

Financial education begins when we put our heads together

When you work with Collaborative Consulting we make it our business to understand your life path and level of curiosity about the factors that drive wealth accumulation. We find some clients want a ‘set and forget’ strategy so they can focus their day-to-day energies on their career, family and other interests. Others prefer a more hands-on approach. Whatever your preference, we’ll work with you to create an investment strategy that delivers the results you need.

01.

Focus on what you can control

Trading costs
Taxes
Diversification – asset allocation
Staying disciplined

02.

Ignore what you can’t control

Market volatility – timing and individual stock picking
Relying on manager forecasts
Media noise
Your neighbours advice

Knowledge is power

In addition to providing financial education to clients, our advisers and planners are constantly upgrading their own knowledge. We regularly meet with the New Zealand and overseas-based fund managers and companies that control the funds we invest in. We ask searching questions, investigate global trends and conduct due diligence on new financial products that are brought to market.

As a result, we can explain every investment in every portfolio we recommend, along with the reasons it was chosen. You will always be in control, because we empower you with knowledge.

Access the expertise of our Investment Committee

Collaborative Consulting has an Investment Committee of experts who guide our advice to you. Comprising independent academics and wealth management professionals, their role is to stand aside from the daily dramas of the market and take a long-term view. With decades of cumulative experience and qualifications from leading institutions, they assist with our team’s ongoing financial education.

Interested in our Services?

OUR CONTACT


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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