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.

You'll learn how to...

Get on top of your finances fast
Avoid the stress, confusion and frustration that comes with 'old school' budgeting and information overload
Build a proven framework that pays your bills on autopilot and saves money while you sleep
Create a personal money management system that practically runs itself
Make smarter money choices without compromising on an epic lifestyle
*Optional* accountability and progress tracking through your own online wealth portal (see everything in one place from your mobile device)

GET STARTED

Note: Can be provided as a 1-1, done-for-you service, or as an online, DIY course (including video walk-throughs, templates and resources)

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...

Life, TPD, Trauma & Income Protection - how much cover do you really need?
Should your new cover be structured inside super or paid from your bank account?
Which provider is best suited to your job, income, social pursuits and medical history?
How does your current super fund compare to others?
Are there options available to reduce the fees you're paying?
Could your super investments be working harder for you?
Is your super balance on track for a comfortable retirement?

GET STARTED

Note: Up to 100% of the fee can be paid from super (subject to certain conditions)

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...

Not sure whether you should be paying off loans, building your super, or buying that new property? We've got the answers
Get the RIGHT information, in the RIGHT sequence, to create real, tangible results in the fastest possible time frame
Come away with a comprehensive road map that seamlessly balances the right financial building blocks with the lifestyle outcomes that are important to you
Dramatically shortcut your path to financial freedom, guided by award-winning experts who have been there before
All strategies are backed by perfectly-crafted modelling (know exactly when each goal is achievable, down to the year, month, day and dollar)

GET STARTED

Note: Up to 50% of the fee can be paid from super (subject to certain conditions)

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

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 clients have more confidence, clarity and peace of mind, because they know they can count on our advice and support when they need it most.

- James Menezies, Founder

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!"

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!"

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!"