Business hours
Monday to Friday (8.30AM - 5PM)
Weekend (Closed)
About Us
Tailored financial advice to protect your wealth, grow your investments, and secure your retirement
Our Process
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 process is simple and transparent.
Your complimentary 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 financial plan 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 any 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.
Our Team
Meet our team of award-winning experts.
James Menezies
Managing Director
Financial Adviser
Wade McEvoy
Director
Financial Adviser
Gavin Aitkins
Director
Financial Adviser
Indeya Deboo
Associate Financial Adviser
Amanda Fallan
Operations Manager
Monique Milenkovska
Office Administrator
Kristina Idanan
Senior Paraplanner
Kassey Mariano
Senior Paraplanner
Annavie Balbona
Client Services Manager
Team Lead
Lovelace Sodusta
Client Services Manager
Carla Yu
Client Services Manager
Thara Daguman
Client Services Manager
Create your own wildly successful financial life
Book your free 10-minute intro call, and we’ll take care of the rest
From reviewing your current situation to creating a plan that works for you, we’re here to guide you every step of the way
Create your own wildly successful financial life
Book your free 10-minute intro call, and we’ll take care of the rest
From reviewing your current situation to creating a plan that works for you, we’re here to guide you every step of the way