At the helm is Managing Director John Milner – a 30-year veteran in business and the investment advice industry, John brings his clients the benefits of both his vast knowledge and professional network.
After years of frustration with the local industry, John learned from a university academic the theory behind asset class investing. He saw this approach as an antidote to high stock turnover, style drift, high costs, lack of transparency, unreliable forecasting and eroded returns for the client. This conversation sparked a journey of discovery, taking John to Australia, Europe and the United States to develop a new investment platform for his clients.
Collaborative Consulting is the culmination of this research and experience. Combining a true understanding of each client with proven investment and financial advice, our clients get to where they need to be with greater certainty.