Independent Financial & Investment Advice
Deciding which type of Super Fund best suits your needs is sometimes a difficult task and obtaining Independent Advice almost impossible. We help you build a flexible strategy that’s suited to your lifestyle.
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Invest Your Money Wisely
Investing your hard won savings can be almost a full time job and at Collins House Private Wealth we pride
ourselves on providing Independent Professional Advice without ex pensive commissions and no gimmicks.
Whether you simply wish to establish a Portfolio of Quality Shares, Government Bonds, Listed Property, Managed Funds or Cash deposits we rebate all commissions and benefits, preferring to work on a Non Commission Fee Basis.
This means our advice is completely Independent of the Commissions paid by Product Providers etc.
In addition to rebating all Commissions any Volume Bonuses paid by Financial Product Providers to incentify business owners to use their Financial products are also rebated to clients and our Approved Product list is unrestricted.
Therefore our Financial Products Recommendations are based upon their appropriateness to your current
financial situation, investment objectives and particular needs, rather than their attractiveness to the Financial
Advisor or Business Owner’s financial needs.
This is particularly relevant to Trustees of Self Managed Super Funds, Charitable Trusts, Discretionary Trusts,
and Deceased Estates, as they can Invest on their beneficiaries’ behalf in the knowledge that there are absolutely
no conflicts of interest.
In association with our “in house” experts from Collins House Legal and Collins House Accountants, we are able to provide a comprehensive range of complimentary services for Trustees of Self Managed Super Funds, Charitable Trusts, Discretionary Trusts, and in particular Specialised Advice in Intergenerational Asset Transfers, Succession Planning for Small to Medium sized Businesses, Capital Gains Tax Planning, as well as Personal Estate Planning Advice and Asset Protection.
How else can we help you?
Collins House Private Wealth, Independent advice that could save you thousands every year.
We help you decide on the right Super Fund, and assist in building a flexible strategy that's suited to your lifestyle.
Collins House Accountants assist you to navigate your way through the Taxation and Compliance maze.
With over 20 years of commercial experience, Collins House Legal assists you to protect assets that matter.