Have you secured your financial future? If not, make it a New Year’s resolution and let us assist you on your way…
Most of our new clients have one of these major financial concerns:
If this sounds like you, Collins Mann’s values-based approach to financial planning can help...
Who seeks our help?
At Collins Mann, we are known for helping individuals and couples who have reached that stage in life where addressing their financial affairs is imperative for their future financial security. It is also both complex and daunting.
Our clients lead challenging professional lives. As time goes by they also invariably face increasingly complex personal financial issues. This complexity often means that they are either ill-equipped to deal with the issues personally or are time poor and need professional guidance.
Their most common financial concerns are: paying off their mortgage, superannuation, budgeting, saving, wealth accumulation, taxation questions, education costs, insurances and estate planning. While their own retirement plans are on the horizon, increasing numbers of our clients are also dealing with ageing parents, unexpected health issues and, dare we say it, relationship issues and divorce.
Our values-based approach
We believe that, “The value of money is not in how much you have, but rather in how you use it”. It’s this sort of thinking that has led Collins Mann to develop our values-based approach to financial planning.
People view money – and the role it plays in their particular life – very differently. Our aim is to understand your view and to build meaningful conversations around that. Put simply, we have no preconceived ideas and we certainly won’t categorise you on the basis of your age, gender, family circumstances or profession. Our approach is a far cry from traditional financial questionnaires you may have seen that pigeonhole you without really understanding why money is important to you and what you value most in life.
New clients are often surprised when we don’t only ask about why money is important to them, but also about what life experiences they’d like for themselves and their family. Our approach opens up discussions that allow clients to consider how their money may contribute to the actual meaning of their life. This is very different to the purely financial question of whether or not they may achieve a return on an investment. Indeed, we believe our values-based approach is a new paradigm.
Values-based financial planning outcomes
To find out more about our values-based financial planning approach and how it can help you to live a life of choice and not compromise, contact Mark or Russell at Collins Mann.
Collins Mann ABN 88 098 705 152 is a Corporate Authorised Representative of Hunter Green Pty Ltd AFSL No. 225962. Managing Director Russell Mann (Authorised Representative No. 273590) is an authorised representative of Hunter Green Pty Ltd ABN 12 087 491 629 which is the holder of Australian Financial Services Licence No. 225962.
The information contained within this website does not consider your personal circumstances and is of a general nature only. You should not act on it without first obtaining professional financial advice specific to your circumstances. This website holds information for Australian Residents only.