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

KICK THE STEREOTYPE TO THE CURB

Real guys with real experience, helping real people.

The

Financial

Collective

Better. Smarter. Together.

OUR STORY
Let’s wind back the clock to a couple years ago when a few of mates put their heads together and came up with a pretty good idea. Actually, a great idea. We wanted to provide an easy, fast, approachable accounting and advisory service, where the clients were treated like friends and not numbers.
We stripped back an over-priced, over-complicated industry and turned it into an efficient business where conversation and getting to know people is priority, and the numbers come second. Work gets done, new friends are made and the Friday afternoon beers are poured. Oh and we are also highly qualified, very experienced professionals. Professionals? Guys.
We are big on technology and even bigger on thinking outside the box and kicking the stereotypical accounting, planning, and finance ideals to the curb.

WHY WORK WITH US

Get the relationship for free

We don’t charge for being part of our community. Pick up the phone and call us whenever you need to, without being charged for every minute of conversation. The way it should be. Quick question? Ask away. Dinner recommendation? Ross can probably help there too

No tech Talk

Well okay, maybe a little. We’re accountants we can’t help it. Tax gets us excited. But when was the last time you walked out of a meeting with your accountant (or business advisor… bank…financial planner…) and understood every word? We believe in taking what we love and making it accessible for every one of our clients. Gain a thorough understanding of your financial position so that you can make informed decisions and plan for the future.

Three heads are better than one

As any business owner will attest, it’s really hard yakka. Making the time to actually work on your business, not in your business, can seem impossible. Let us give you a hand to figure out how you can free up some of your time, and keep you on track to reaching bigger, long term goals rather than just focussing on today.

Better Smarter together

There is nothing we love more than working with like-minded people who are excited about what they do and share the same zest for business as us. Explore your ideas, set goals, and let’s kick some ass together!

CONTACT US

102 /103 175b Stephen Street Yarraville, VIC 3013

1300 13 59 53