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Collins & Co Wealth Management offers tailored wealth management services. That means we won’t just give you some generic advice that doesn’t apply or isn’t right for you. Our team of investment specialists deliver practical advice that helps you make smart decisions.
We believe every investor deserves access to the best investment tools and alternatives. That’s why we’re here. We take the time to understand your personal situation, your investment opportunities and your goals. From there, we build a strategic financial plan that helps you reach those goals.
When it comes to your investments, it’s absolutely vital that we’re all on the same page. That’s why we take the time to begin by building an understanding of your existing situation and life goals.
What sets our advisors apart is the ability to relate professionally and personally to clients. Each one has the judgment and tact required to fully appreciate individual values and attitudes, especially in sensitive areas involving family relationships. You’ll feel like you’re talking to an understanding friend, sitting on their couch rather than in an office.
While we’re a friendly bunch, we also have the conviction required to give straightforward advice that may vary at times with your expectations.
Equally important is the knowledge that your wealth is working for you and your affairs are in order, allowing you and your family to enjoy work/life balances.
We work closely with you and your accountant to develop a strategy that matches your lifestyle and financial goals. We build the strategy around your needs and objectives with a view to maximising your wealth in retirement, including Transition To Retirement pension strategies, negative gearing and wealth preservation strategies.
Not only are there structural benefits of using direct shares over managed funds, there is more transparency and control over costs.
Many investors are drawn to the idea of having control on the tax outcomes of individual components within an investment portfolio, rather than having them pooled within a managed fund. In addition, there is more control and transparency over the franking credits that accrue on the dividends of shares.
We’ll help you make the decision that best suits your situation.
A managed account enables you to delegate the day-to-day investment decisions and implementation to professional investment managers. Collins Co Wealth Management not only provides the service of a designated trusted investment adviser, we also remove the burden of administration and paperwork through a reliable and highly reputable custody service.
Operating under our own Australian Financial Services Licence means that Collins & Co is able to draw on a broad array of the most sophisticated and informative research and opinions to guide our investment management team in making the right investment decisions for you. It also means having a level of flexibility in our investment choices that is restricted only by our prudence and judgement of what will obtain the best outcome for your circumstances.
The Australian share market represents barely 2 percent of the value of all shares listed globally. Restricting your investments to the local market means you could be missing out on significant opportunities in international markets. Collins & Co has access to global share markets and can help you invest in these opportunities.
In addition, the Australian share market is dominated by a few key industries. By broadening your horizons you are opening yourself up to other sectors and industries that Australia has minimal presence in. International share markets have been driven by strong performances in sectors such as Information Technology, Healthcare, and various Consumer businesses, but Australian investors have traditionally not have access to these opportunities. Our ability to tap into the international market gives our clients the ability to broaden and diversify their portfolio, and gain an edge.
Collins & Co’s team of wealth management experts manage your investments in-house. Our highly experienced investment managers can manage investment portfolios on an advisory basis or on a full discretionary basis.
We provide advice on Australian and international equities, cash and fixed income products, and other specialist investment products.