Collins House Private Wealth

Nearly all Financial Product Providers that produce Financial Products such as Listed and Unlisted Managed Funds, Government Bonds, Insurance Products, or Superannuation Funds, employ Financial Advisors either directly or indirectly, to sell and promote their Financial Products through the Financial Planning Process.

Often Financial Advisors are Restricted in what they may recommend, so as to maximise the Volume Bonuses or other incentives paid by Financial Product Providers and are far from Independent

In addition many Financial Advisory Firms retain Commissions as well as Volume Bonuses, which creates a Conflict of Interest as they are remunerated by the Financial Product Provider not the Client

Collins House Private Wealth ABN 62 091 913 093 licenced by Charter Financial Planning Lts ABN 35 002 976 294 Australian Financial Services Licence Number 234665 Principal Address 750 Collins St PO Box 2830 Melbourne Vic 3001, however is an Independent Financial Advisory Firm as we rebate all Commissions and Volume Bonuses and provide Professional Advice on a fee for service basis, and where appropriate select Financial Products from an Unrestricted Approved Product List.

Where Financial Products such as Shares, Managed Funds, Government Bonds, Insurance Products, or Superannuation Funds are reviewed or recommended, the law requires Financial Adviors to prepare their advice in writing, known as a Statement of Advice (SOA)

Your Collins House SOA, will amongst other things, outline a Strategy that best suits your needs and objectives, as well as give Financial Product recommendations which you can be confident in as they are not based upon a restricted approved product list or benefits the Advisors or Business Owners receive.

The process of preparing an SOA starts with us working with you to gather all relevant information including your goals and objectives, reviewing you current financial situation, determining your attitude to risk and identifying any issues that may hinder your progress or derail your plans.

Once we prepare your SOA, we assist you in implementing the same and review the investment recommendations as well as your overall situation, on a regular basis.

Where we identify the need for specialist Legal or Taxation Advice we are happy to work with your existing advisors, or introduce you to our "sister" firms, Collins House Legal Pty Ltd ABN 34 139 698 285 or Collins House Accountants ABN 13 637 671 098.