WHAT WE DO AT WEALTH COLLECTIVE
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.
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.
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.
THE WEALTH COLLECTIVE STORY
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.
THE WEALTH COLLECTIVE PROCESS
Ever wondered what it's like to work with award-winning financial advisers?
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.
We research and model your options and create a detailed road map that finds the right balance between financial structure, money success and lifestyle.
We guide you through your dialed-in financial plan and answer your questions.
Once you're 100% comfortable with the outcomes, we take care of the paperwork, products (if required) and end-to-end implementation.
WE COULD TELL YOU HOW GOOD WE ARE...
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!
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.
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!
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.
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!
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.
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."