Our Services
Our Services
What others expect from you changes relationships with children and loved ones. Money can become the complex centre of relationships overshadowing more personal elements such as the security you provide and your ongoing legacy.
MANAGEMENT
There is a key difference between the risk you take to make money and the risk you take once the money has been made. Our Private Wealth Management team understands the challenge of preserving and growing wealth once made having worked in Investment Management and Private Banking for many years. Skilled in the intricacies of family dynamics and structures we design and manage investments with clear and concise interests. We have our client’s needs and best interests at heart when designing and managing our client’s investments.
ESTATE PLANNING
We understand the complexity of family dynamics, complex business relationships and how best to be empowered and seen as fair by others. The unique standing you have changes relationships with those around you but doesn’t need to change who you are. Our Relationship Management Team, in collaboration with our preferred family and/or estate planning lawyer, have negotiated on behalf of and supported elite individuals through challenging relationships. When relationships sour, we can help you find your way back.
WHOLESALE INVESTORS
Many wealthy clients do not feel comfortable being constrained and prefer not to be treated as retail clients. As such they often make the election to be treated as a Wholesale or Sophisticated Investor. Our skill set allows us to comfortably work with clients in this way and with years of experience in dealing with clients in this manner sophisticated investors can be assured that our focus is on satisfying their needs and achieving their goals.
The Collective Wealth Management ABN 80 116 778 262 and its advisers are Authorised Representatives of The Collective Financial Services Pty Ltd
ABN 36 668 976 627 AFSL No. 552131 www.tcwm.com.au