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We help people create their own wildly successful financial life
WHAT WE DO AT WEALTH COLLECTIVE
Unbiased advice that's tailored to you
Financial foundations
Has 'living your best life' left you with a maxed out Afterpay account that just won't go away?
Perhaps you feel as though you're earning good money, but just can't seem to make consistent progress towards your goals?
With our financial foundations module, we've packaged the very best tips, tools and resources and turned them into proven, actionable strategies that have completely transformed the lives of hundreds of Wealth Collective clients.
Protection plus
What happens if an unexpected accident, illness or injury means you can't work?
Or worse still, you're no longer around to support the people who rely on you financially?
If your income stops, how do you make sure the things you want in life are still achievable?
With our protection plus module, you'll come away with the answers to these questions and many more.
Rapid-FIRE road map
Struggling to sort out and prioritise the never-ending list of things you want to do?
Perhaps you know exactly what you want in life, but you're stuck when it comes to putting things into financial terms?
Maybe you need help planning the next property purchase, or your perfect retirement?
Rapid-FIRE road map is our premium service, blending a simple, minimalist approach to personal finance, with aspects from the F.I.R.E. movement (financial independence, retire early).
Your road map includes our financial foundations and protection plus modules, and so much more.
We've been awarded the highest possible Platinum Adviser rating on industry website Adviser Ratings, with an average customer score of 99%
THE WEALTH COLLECTIVE STORY
Financial advice done differently
Wealth Collective Financial Advice was founded in 2019 with one end in mind.
Financial advice done differently.
No BS. No product pushing. No hard sell.
Our advisers have 30+ years of combined experience, from working on complex strategies for private clients and business owners, to first home buyers and young families looking to take control of their financial lives.
We service clients in Perth and the South West, from Bunbury, Busselton & Dunsborough through to Margaret River & Albany.
We also work remotely to deliver our unique brand of Wealth Collective financial advice throughout Australia.
Make smarter money choices
without compromising on an epic lifestyle
THE WEALTH COLLECTIVE PROCESS
Simple and transparent
Ever wondered what it's like to work with award-winning financial advisers?
Your complementary strategy session
We help you get crystal clear on your goals, looking at where you are now, where you want to be and what's stopped you getting there.
Research and modelling
We research and model your options and create a detailed road map that finds the right balance between financial structure, money success and lifestyle.
Plan presentation
We guide you through your dialed-in financial plan and answer your questions.
Sit back, relax and enjoy the ride
Once you're 100% comfortable with the outcomes, we take care of the paperwork, products (if required) and end-to-end implementation.
Financial advice done differently
WE COULD TELL YOU HOW GOOD WE ARE...
But we'd rather let the results speak for themselves
Luke
PERTH, WA
Super easy to understand advice and friendly adviser. James explains things in a clear and concise way and most importantly achieved results for our family. Really improved our financial position and solved our problems in a cost-effective way. Highly recommended!
Eric
PERTH, WA
Gavin did a fantastic job improving our finances. He was very patient & relaxed while talking to us which was far from easy given our kids were there who can be quite noisy! I don't always trust people's financial advice however Gavin was very genuine & had our best interest at heart. I now have a much better super fund that will make a big difference due to lower fees.
Hinalea
PERTH, WA
We are so glad we came to see James. He made it so simple for us to understand and helped us choose the right options, without us having to worry about filling out all of the paperwork. It's great to find someone you can trust and knowing you have everything covered. Thanks James!
Chrissie
PERTH, WA
Wade was very knowledgeable and gave me a great confidence in his recommendations and suggestions. All the work was done quickly and efficiently and Wade always follows up to ensure everything is done and that I am happy.
Phillip
MARGARET RIVER, WA
Great service and advice based on my family's individual situation. Easy to understand. I have implemented all advice prepared by James, which will save me hundreds of thousands of dollars and gives me the confidence that my family and assets are safe, and that I will have the support needed if necessary. I have already referred many of my friends to James!
Jeannette
PERTH, WA
I had very little knowledge of superannuation and insurance, so Wade's expertise and patience were very much appreciated. He explained it all in a way that was easy to understand, and was happy to answer any questions I had.
Dramatically shortcut your path to financial freedom, guided by award-winning experts who have been there before
We get it.
It's 2020 and information is everywhere.
But in the words of American entrepreneur Derek Sivers, "if information were the answer, we'd all be billionaires with perfect abs."
What are you waiting for?
Dunsborough
6/20 Faure Lane
DUNSBOROUGH WA 6281
Phone 0401 935 197
Osborne Park
67 Howe St
OSBORNE PARK WA 6017
Phone 0400 915 911
Contact
hello@wealthcollective.co
Wealth Collective Financial Advice is a Corporate Authorised Representative of Affinia Financial Advisers Limited (AFSL 237857)
© 2021 Wealth Collective Financial Advice