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Wealth Accumulation

Wealth accumulation strategies are key to building and protecting your wealth in order to achieve your financial and lifestyle goals.

Managing your cash flow

Balancing your income with ever increasing day to day living expenses can be a complex and time consuming task. We can help you to make this easier.

Diversified investment strategies

We consider a range of complex issues such as taxation, legislation, protecting your wealth and assets, associated fees and costs, your attitude to risk and the risk of your investments. From this we devise a diversified, investment strategy that meets your goals and needs.

Direct shares

Collins Mann advisers prefer that clients are exposed to a diversified portfolio of various shares listed in the ASX rather than managed funds. Based on your calculated risk tolerance and your overall financial position, strategic investment recommendations will be devised for you, which take into account asset allocation and investment manager recommendations.

Diversified superannuation strategies

For all of our clients, planning for your retirement starts today, regardless of your age. Putting in place an appropriate, diversified strategy is crucial to achieve your desired lifestyle in retirement. We advise clients who hold super in industry funds, SMSFs, retail funds and in corporate super plans.