Understanding asset assessments when moving to care
November 14, 2024 in
Aged Care
WHO WE ARE
The Investment Collective is a financial services company dedicated to making the complicated world of finance easy to understand, so that you can achieve your goals. The benefits of using our services include our fee for service model, which means we are not rewarded for recommending any financial products or services, and only recommend products that truly suit your needs. Our in-house Portfolio Administration System (PAS) is a very useful tool to manage your portfolio. It will give you direct access to your account and enables the proposal, authorisation and implementation of portfolio changes. We pinpoint where you are now, and provide a strategy to navigate you towards your goals while helping you prepare for the unexpected. We create a plan that will change with you.
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OUR VIRTUES
Performance
We work to deliver a benefit to our clients.
Proud
We see the positive outcome of our work.
Progressive
We operate within a dynamic environment.
Perceptive
We see beyond what is immediately obvious.
Proactive
We work to capture the best available outcomes.
Professional
We embrace these internal disciplines as our own.
WHAT OUR CLIENTS ARE SAYING
Cheng Qian
“Cheng advised me on what to expect from the government aged pension and from my superannuation. Cheng was able to explain things to me clearly. I feel confident that the advice given to me by Cheng will help me decide on when to retire.” – David Evans
Tracey Briggs
“Since taking us on as clients, Tracey has proven both enormously capable and extremely easy to get on with. Her friendly, upbeat manner, coupled with her command of all aspects of our portfolio, is both reassuring and a great pleasure.” – Bob Di Napoli
Allan McGregor
“Allan’s advice has been a huge help for me with my super, insurance and investments. He explained things clearly and answered any clarifying questions I had. Allan has helped me define my financial goals and provided advice tailored to help me achieve them. I feel confident in the advice given and would recommend Allan to friends.” – NM
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