Our Services
We provide Independent & Unbiased Professional Financial Planning and Investment Advice and rebate all commissions, and don’t have any conflicts of interest.
We structure our services so that you can chose what services your need, which provides peace of mind that you are receiving value for money.
Making informed investment decisions is key to building wealth and achieving your desired financial future. We work with individuals, business owners and family groups to help protect and grow wealth for generations with clients that come from a diverse range of backgrounds. We have a range of solutions to best meet your needs and our experienced team and personalised investment advice service can provide comprehensive guidance and personalised strategies tailored to your unique goals and risk tolerance. Whether you’re a seasoned investor or just starting your journey, we’re here help you navigate the complex world of investment and pave the way for long-term success.
We empower you to take control of your financial future and understand that everyone’s financial situation is unique, which is why our experienced team of financial planners are here to provide personalised guidance tailored to your specific needs and goals. Whether you’re planning for retirement, saving for your children’s education, or seeking to grow your wealth, our comprehensive approach ensures that every aspect of your financial life is considered. Let us be your trusted partner and work closely with you to build a holistic financial plan that aligns with your aspirations.
Our Investment Philosophy
Our goal is to preserve and enhance our clients’ wealth, with this in mind we focus on the processes that helps us achieve and deliver trusted investment advice tailored to your needs.
We are guided in the decisions we make on your behalf by some fundamental investment principles that are focused on building wealth over time.
We know as investors we can’t control short-term market movements, so instead we focus on factors in your control, such as:
- Understanding your attitude towards risk and return
- Allocating your investments across a wide range of assets
- Choosing the right mix of investments styles
- Reducing the cost of investing wherever possible
- Rebalancing your investments back to your target asset allocation
Access our full Investment Philosophy here
What should you expect?
We have a 6 step journey to take you through, which we will guide you on every step of the way:
Getting to know you, in our initial meetings we will understand your current situation and your goals and objectives. Everything is confidential and we will encourage you to have open and honest conversations to develop a clear understanding of where you want your life journey to head.
After our initial conversations we will develop a financial road map and form information in a proposal that will help us prepare what is called, a Statement of Advice (SOA). The proposal will take into account your financial position, and may include your debt levels, cash flow, tax structures, superannuation, and family asset protection, depending on what level of advice you require.
Research, protections, analysis by the Collins House team will commence to form a strategic plan for you in the form of an SOA. The development of your financial strategy for you will be clear, measurable and achievable and we will guide you through it all. It will become a blueprint for achieving your goals and steps to get you there.
We will present your SOA to you that aligns to your previously discussed goals and objectives. In the advice presentation meeting we will help you understand the complexity, turn any uncertainty into understanding and confidence and agree a way forward with the recommendations or options.
If you agreed to proceed with the SOA’s recommendations, as part of the package we provide we will implement your financial plan for you at no additional cost, taking away the hassle and ensuring a smooth transition to your brighter future knowing you’re in good hands.
We don’t finish there, when you chose one or both of our Independent Ongoing Advice Services, you can relax in the knowledge that our team of professionals have your best interests at heart as we have no conflicts of interest and only charge for professional advice provided. This means there is no pressure on you to sign up to the latest fad, just to generate a commission, and any commissions we receive are rebated to our clients, thus removing all conflicts of interest.
Financial Planning review meetings can be tailored to your specific requirements so that there is no “one size fits all” approach and our sliding scale fee structure for providing Independent Advice, means that family groups, secure significant fee discounts for larger sums.
