The best investment you can make is in yourself and your family. We tailor the strategy to your situation.

Collaborate Wealth has strong relationships with a wide range of investment professionals to meet the diverse needs of clients. Our Investment team will help you find the ideal investment that will meet your objective. The investment team can help with:

• Investment diversification across asset classes
• Passive investment portfolios
• Active investment portfolios
• Listed Securities
• Exchange traded funds both international, domestic, sector specific, commodities
• Borrowing to invest
• Fixed Interest
• Debt management
• Cashflow management

The largest asset outside the family home is your super. Talk to our Superannuation Team to ensure that you are in a fund that meets your goals and objectives.

Every individual may want to consider superannuation. We can help you plan for your strategy. Our superannuation team can help with:

• Reducing ongoing fees
• Strategic asset allocation investment
• Superannuation consolidation
• Insurance inside superannuation
• Salary sacrifice
• Self managed superannuation funds
• Tax effective retirement strategies
• Direct investments

Our Retirement team can help you determine how and where you would like to retire. A tailored retirement plan is designed to help you achieve your retirement goals.

We can help with:

• Transition to retirement strategies
• Superannuation
• Pension funds
• Strategic asset allocations
• Consolidation
• Self managed super funds
• Direct assets inside superannuation
• Tax effective investments

We help you identify potential risk exposures that could affect your future financial wellbeing, either personally or within your business. Our Risk management team will ensure that your risk strategy is implemented correctly and should you need to make a claim, they will help facilitate the claims process to secure your full entitlement as per the terms in your policy.

The Collaborate Risk management team can help with:

• Life insurance
• Total permanent and disability insurance
• Trauma insurance
• Income protection
• Other insurance
• Key man insurance
• Buy/sell agreements
• Insurance inside of superannuation or self managed superannuation funds

Allow our Self Managed Super Fund (SMSF) team to guide you through your next strategic move.

Our expertise and experience will assist you with:

• Superannuation vs SMSF
• SMSF Establishment
• Pension advice
• Strategic asset allocation
• Compliance
• Investment advice