Financial Planning

Financial planning is about helping you plan for a future lifestyle that is as good as it can possibly be. No matter your age, the advice of a professional financial planner is crucial in helping you achieve your financial goals by developing a strategy specifically for you.

Our team of financial advisers can help you:

  • Define your financial and lifestyle goals
  • Understand your current financial situation and personal circumstances to see what opportunities you have
  • Build a financial plan with written, measurable outcomes
  • Stay on track through ongoing progress reviews

Areas a financial planner typically focuses on are:

  • Making the most of your super
  • Managing your money tax-effectively
  • Selecting investments based on your tolerance to volatility
  • Structuring your finances wisely, especially following a redundancy or after receiving an inheritance
  • Planning for your transition to retirement
  • Maximising your Centrelink benefits
  • Ensuring you have appropriate personal insurance cover to protect your family
  • Estate planning to make sure your affairs are in order when you can no longer manage them

Introducing Collaborative Wealth Partners

We are proud to offer you the services of our financial planning team. We are a team of a dedicated professionals committed to providing you with a highly personalised service. Most people’s investment needs change over time. We offer ongoing advice and recommendations with the opportunity to review your financial position and investment strategies.

The team, led by Chris Kelly and Louise Birrell, will guide you through your most important financial journey in life. You need a coach to guide you through your lifestyle goals. Our aim is to offer you advice you can trust and the peace of mind you deserve, knowing that you financial plan is in place and you are working towards reaching your goals.

The team at Collaborative Wealth Partners have been providing advice and helping Australians reach their financial goals for almost 20 years. A Collaborative Wealth Partners financial planner will develop a plan specifically for you – one that’s tailored to your needs and circumstances, to help you achieve your goals.

Get in touch with a Collaborative Wealth Partners financial planner

Other Services

Superannuation

Retirement Planning