FINANCIAL PLANNING, MANAGEMENT & ADVICE
You’ve earned the dollars, now watch them grow.

Financial Advice

​

Financial advice, superannuation and planning for the future. Man that sentence is putting me to sleep!

 

Let’s call it putting your dollars in smart places so that later on you can say hi to better holidays, another car… the kid’s high school fees done and dusted. In general: more financial freedom (another awful term, sorry). Forget words like investment, insurances, budgets and superannuation for a minute.

 

Our first port of call is to understand what you want. What are your financial goals? What does financial freedom (enough) mean to you? Then we tackle the nitty gritty details and get you on track to wherever it is you want to go.

What we do best

  • Manage and grow your superannuation fund

  • Prepare you for retirement

  • Protect you and your family with the right insurances

  • Create a budget and structure for your finances

  • Implement investment strategies

  • Property Investment and Advice

  • Income Protection Insurance

  • Total and Permanent Disability Insurance

  • Life Insurance

  • Self Managed Superannuation

  • SMSFs

We're here for you

We'll take care of everything for you.

​

From admin, designing all of your strategies to managing the implementation of everything, we do it all

Tailored proactive advice

​

Because we work with families we are always learning new insights to share with you

Your investment strategy reviewed regularly

 

Reviewing your past 12-month strategy and, accordingly, then planning for the next year are critical to the way we work.

Connect with expert advisers

 

This means you will always have a dedicated adviser on hand who knows you and your situation intimately.

All your finances tracked & monitered

 

We use the latest technology so we have all your financials monitored, consolidated and in one place.

Minimal out of pocket expenses

​

The majority of our clients pay our fees from their super, which most super funds allow.

CONTACT US

102/103 175b Stephen Street, Yarraville, VIC 3013

1300 13 59 53

Success! Message received.

The Financial Collective

​

Wealth Effect Group is an Authorised Representative of Boston  Reed Ltd ABN 89 091 004 885, AFSL 225738

“Andre Dirckze (AR 395157) and Beth Lavelle (AR 1238693) and Deborah French (AR 1271304) and Wealth Effect Group (CAR 424768) are authorized representatives of Boston Reed AFSL 225738 ABN 89 091 004 885”

As part of our continuing commitment to client service, the maintenance of client confidentiality and as required by law, Boston Reed  Limited complies with the Privacy Act 1988.

 

Wealth Effect Pty Ltd ATF Wealth Effect Unit Trust. ABN: 78 766 858 328  trading as WE Mortgage Solutions as an Authorised Credit Representative of BLSSA Pty Ltd Australian Credit Licence Number 391237,  Authorised Credit Representative :480612.

Privacy Statement

Any advice in this website is of a general nature only and all case studies are for illustrative purposes only. Please seek advice tailored to your own personal circumstances before acting on this information.

connect@thefinancialcollective.com.au  |   Level 1, 102/103 175b Stephen Street, Yarraville, VIC 3013

  • Facebook Basic Black
  • Black Instagram Icon