We take a collaborative approach

It’s All About You

Why Use Us

BECAUSE WE BUILD SOLID FOUNDATIONS

We take a collaborative approach to building and reviewing each portfolio – ensuring the investment committee we have selected is both highly qualified and focused on putting you first. Their mandate is to deliver the cumulative wealth of the global markets, while mitigating unnecessary expenses and risk. For a long-term outcome that aligns with your goals, they will develop an investment solution that’s cost-effective, transparent, well-diversified and based on best-in-class financial evidence.

WE GIVE YOUR PORTFOLIO THE EDGE

We design and manage strategies for our high net worth investors, structured around pursuing these factors, which are backed by data and cost-effective to capture in diversified portfolios.

This doesn’t mean chasing unrealistic returns. Rather it’s about building a consistent, above average edge for your portfolio, without the high risks normally associated with increased returns.

Much of what we know about expected returns in the equity and fixed interest markets can be summarised in these dimensions.

READ MORE ABOUT THE 6 MAX FACTOR(S) OF INVESTMENT HERE

WE FIND OUT WHAT MATTERS MOST TO YOU

Before we work with you to develop a financial plan and investment strategy, we like to take the time upfront to understand your goals and lifestyle.

These are some of the questions we will ask in order to better understand you as an individual;

  • WHAT WOULD KEEP YOU UP AT NIGHT WORRYING?
  • WHAT WOULD AN IDEAL WEEKEND BE?
  • IS THE COMMUNITY AND/OR CHURCH IMPORTANT TO YOU?
  • DO YOU WANT TO CREATE AND LEAVE A LEGACY ONE DAY?
  • WHAT’S IMPORTANT TO YOU ABOUT MONEY?
  • IF YOU DIDN’T HAVE TO WORK ANYMORE, WHAT WOULD YOU DO?
  • WHAT WERE YOUR BEST AND WORST FINANCIAL MOVES? WHAT HAPPENED?
  • IS THERE SOME WAY YOU WOULD LIKE TO ASSIST A FAMILY OR COMMUNITY MEMBER ONE DAY?
  • WHAT CHARITABLE CAUSES DO YOU DONATE TO OR VOLUNTEER FOR?

WE SUPPORT OUR CLIENTS

When it comes to investment and financial advice, one size definitely does not fit all.
Instead we tailor our proven approach in different ways to suit your needs.

WE
HELP
CLIENTS TO
HELP THEMSELVES

Here are a number of the solutions we have provided to clients.

An accountant and her partner needed a solution that would grow and protect her father's substantial estate

The client wanted a conservative portfolio, while enjoying a certain level of income. We took a balanced view of this case: putting in place a well diversified portfolio that provided the desired income at a risk level they were comfortable with, while mitigating much of the risk over the lifetime of the investment.

A business owner needed a succession plan to assist his pending transition into retirement

After much discussion with the client, we were able to draw a picture of what he wanted retirement to look like. Once we knew how much capital was needed to achieve this, it was a case of ensuring the business was positioned to release that capital – in the form of a partner buy-out.

A barrister wanted advice on accumulating wealth for the long term

Fresh from a divorce, this client had a high income, but was lacking a lump sum to invest. After some budgeting advice, a plan was implemented to build his net worth by investing considerable regular amounts into a diverse portfolio.

A charitable trust required advice on investment governance and the implementation of an investment process

This trust had seen numerous advisers over the years but still lacked governance in the form of a decision making process. The way forward was to put in place a system as an ongoing guide, which the trustees could use to set tangible goals, measure and hold to account those who manage assets of the trust.

A widow approached us for some much needed estate-planning advice

This was made more challenging by some considerable property ownership issues. We restructured her investments to reduce risk, while giving her greater certainty for her future.

A high net worth banker wanted a second opinion on his family trust assets

We recommended a new investment strategy to halve his risk without compromising the future needs of his family.

Results

Collaborative Consulting likes to be judged by the results we deliver for our clients.
When clients achieve their financial goals, we believe we have succeeded.

SO WHY JOHN?
Because John is

1. GOALS-DRIVEN

We will work with you to determine the outcomes you want. Then we’ll design an investment strategy to reach your goals.

2. IMPARTIAL ADVICE

We take no commissions from financial providers. If we recommend an investment, it’s because it serves your purposes.

3. SECURE YOUR FUTURE

By understanding the way investments work, we can put together a portfolio to create the asset base your lifestyle requires.

4. GROW YOUR WEALTH

Don’t settle for low returns. We use award-winning, market-tested strategies to deliver the long-term performance you need.

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.

color
https://cclonline.co.nz/wp-content/themes/larch/
https://cclonline.co.nz/
#41a8b5
style1
scroll
Loading posts...
/srv/cclonline.co.nz/
#
on
none
loading
#
Sort Gallery
on
yes
yes
on
on
off
on
off