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.
We work to deliver a benefit to our clients.
We see the positive outcome of our work.
We operate within a dynamic environment.
We see beyond what is immediately obvious.
We work to capture the best available outcomes.
We embrace these internal disciplines as our own.
“Robert has given me advice in areas including investments, self-managed super funds and managing debt. Robert was able to explain things to me in a clear way. Through Robert’s knowledge and experience, I feel very confident that the advice given was right for my needs. I received Robert’s full care and attention when I needed it.” – Roy Watt
“I feel very confident in discussing any financial or personal issue with Dean. He takes the time to address any issues or queries I may have in a reasonable timeframe. I have the utmost confidence in the advice given by Dean and would recommend his services to anyone.” – Derrin Powell
“We have always found Stephen well-informed and exactly to-the-point in his replies and comments to us; he seems fully aware of our situation and needs and carefully adjusts his advice and planning to these norms. He also connects us with the right people for our needs.” – John
“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
“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’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
Read our latest quarterly newsletter. Filled with interesting articles, on a range of topics, written by advisers and staff. The perfect way to stay up to date on everything that’s happening at The Investment Collective.