Collaborative Consulting’s expert financial advice is personalised to you, to plan for your future. We provide professional, independent investment strategies that meet the highest level of global fiduciary standards.
Our philosophy in developing your financial plan is to first design what your life and lifestyle will look and feel like in the future, and then develop a goals-driven roadmap to get you there.
Here’s how we do business:
01. No commissions, no hidden incentives
We provide independent advice, which means we don’t accept commission payments from the companies in which we invest your funds. This frees us to be impartial and transparent in our recommendations.
2. Independently assessed and certified
Our financial advisers are investment professionals of many years standing. All of them hold the global standard Certified Financial Planner (CFP) designation and are Accredited Investment Fiduciaries, independently assessed and certified by CEFEX – the Centre for Fiduciary Excellence based in Pennsylvania.
3. Evidence-based investment advice
We use globally proven tools and mathematical modelling techniques as well as our own research into investments. Our strategies are peer-reviewed in order to test their assumptions. Your financial plan will contain recommendations that have been reached through the use of these tools – and we can point to the evidence that guides all our choices.
4. An approach that keeps costs low
By taking the time to develop a solid investment strategy based on your life goals, we are able to put together a plan with a high degree of certainty. This reduces the need for chopping and changing in future years, along with the turnover costs triggered by switching funds and re-engineering your portfolio.
The final analysis
It’s all about predictability. When you work with Collaborative Consulting to build wealth or generate income, you’ll enjoy investment performance with less risk, more control and greater certainty.