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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

  • Our clients engage in a meaningful process that aims to identify their values and how these may be achieved financially. We then create an individualised financial plan that clearly allows our clients to match their financial goals with their values and aspirations.
  • Our clients regain control of their finances and are no longer financially intimidated. We are able to offer financial insights for different stages of life that assist our clients to implement a customised financial plan that accommodates, manages and importantly, simplifies, their financial affairs.
  • Our clients access a bespoke ‘show-and-tell’ financial tool – MyUltimateGoal – to help them picture and manage their financial affairs. The tool, only available to Collins Mann clients, gives them the clarity and confidence to understand where they are at any time and where they are heading financially in relation to their lifetime goals.
  • Our clients experience peace of mind in relation to their financial affairs.

At Collins Mann we believe Step 1 of our 6 Step process is the most important step of all because it deals with Awareness.

Contact our team today for a discussion about your financial needs.

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.