A life of choice not compromise

Financial Advisor Brisbane

– servicing all of Australia –

Divorce Financial Planning Brisbane

Apart from being an emotionally devastating situation, divorce can also be a hit to your finances, no matter what your financial position. At Collins Mann, we can help you to plan for such an occurrence, assisting you to minimize financial damage and help you with the recovery process.

Retirement Planning Brisbane

Enjoying the fruits of your labour is all most people want out of retirement. Unfortunately, if you don’t plan for it, and we don’t mean a couple of years prior, then the difference between what you want and what you can afford may be a chasm you can’t possibly span.

High Net Worth Financial Planning Brisbane

There is a general misconception that high net worth individuals are all play and no work. We know that nothing could be further from the truth. The more assets you have, the more sophisticated your arrangements need to be and the harder you need to work to protect them.

Wealth Management Brisbane

Though some might say that Australia’s business centres are in the capital cities of our southern neighbours, Brisbane quietly provides domicile for some of the country’s wealthiest businesses and individuals. We understand that wealth management is an important and highly specialized services that not all financial advisors can provide.

Use the financial advisor Brisbane residents love for high net worth planning. Contact us today on (07) 3251 3200 to find out!

1

Financial Growth

Growing your assets and continually improving your financial position is the primary reason that most high net worth individuals engage financial advisors in Brisbane.

Understanding where your financial risks are, how your assets are performing and how they are likely to perform in the future, help to define your financial position.

From here, strategic decisions can be made to grow your net worth. Financial advisors are experts in this field and take the guess work out of investing and financial growth.

2

Asset Protection

Protecting your assets from loss due to legal claims takes serious work, particularly if your portfolio is large.

Ensuring that your assets are placed in the right legal structures, making sure that you carry sufficient insurance and managing your portfolio in a way that minimizes risk takes time.

Trusting your arrangements to a financial advisor in Brisbane takes the pressure off the day to day tasks of protecting such a portfolio and navigating markets in uncertain times.

3

Portfolio Management

What is portfolio management? It’s making decisions as the market fluctuates…it’s keeping up with the paperwork, compiling results and reporting….and it’s making nuanced strategic decisions that require careful thought and consideration. All of that takes time and a dedication to the task.

People who are busy in their own professional lives don’t have the time to effectively manage their assets and meet all of the compliance, risk and legal obligations, so they have financial advisors do it.

Frequently Asked Questions

Is it worth meeting with a financial advisor?

If you are time poor and you suspect that your financial plan isn’t achieving the results it could be, or you simply don’t want to manage your own sophisticated finances anymore, then booking an appointment with a financial advisor Brisbane will be well worth your time. Specialised financial advisors like Brisbane’s Collins Mann Team offer so much more than a roadmap to your financial future; they can also align you with related professional services like accounting and legal. With these services at your disposal, you are making an investment in your financial future.

"As a company led by financial planning industry veterans, we understand your stage of life and your worries well."

PRACTICE DIRECTOR - Mark Collins

Why choose Collins Mann?

We listen

Every client who engages us is after something different. We want to help you to reach your financial goals and live the lifestyle that you want. That requires first listening to what you say… and what you do not say.

As a company led by industry veterans, we understand your stage of life and your worries well. We offer canny financial insights that can assist you in implementing a customised financial plan to accommodate, manage, and, most importantly, simplify your financial affairs, all to your individual specifications.

We empower

Having financial freedom, in the true sense of the word is the most empowering thing that we can give to you. Financial freedom means that you do not need to worry about whether you’ll have enough money to make it through retirement comfortably; but it also means that you aren’t spending all your time managing each penny.

What is the point of having a financially comfortable retirement if you are too busy to enjoy it! As financial advisors in Brisbane who are experts in creating financial freedom for our clients all across Australia and overseas, we can manage your financial assets so that you can get on with the business of living!

We educate

The key to understanding your finances is education. We want all our clients to understand their own financial position and engage with us about it. Our highly qualified financial advisors in our Brisbane office have the skills and expertise to not only manage your financial future, but to help you understand how we do that.

You’ll find an array of articles and blogs right here on our website about today’s market and the commitment needed to secure the retirement lifestyle of your choice. You will also find our very own eBook specifically written for the baby boomers among us, with tips for financial security into retirement.

We communicate

In this era of email, socials, and texting, very few people make it a priority to answer the phone when clients call. Not us. We pride ourselves on our personal service and attention. We answer the phone, we discuss face to face, we call to check in.

It is this kind of personal service that builds trust, and trust is the foundation of any successful client-advisor relationship. Our clients value this personalised service; it gives them peace of mind knowing that they can contact their advisor directly.

We commit

Not to a financial institution, but to our clients. Collins Mann have been planning financial futures across Australia and overseas for two decades in Brisbane. Unencumbered by alignments to any one product provider, our financial advisors only select products and services based on suitability and outcomes that are in the best interests of our clients.

We want to be there at the start, in the middle and right to the end. And with our experience spanning economics, finance, banking and accounting, high net worth planning, risk reduction and retirement planning we have the expertise to see you through it all.

3 benefits of having a professional financial plan

1

Know where you're headed

Make decisions today about where you want to be in 3, 5 and 10 years time and we will show you how to get there. And if you change your mind, we can change the plan. The key is to keep working towards your goal.

We help you stay on track and know where you’re headed.

2

Spend less time planning life and more time doing life

Having a plan negates the need for worrying about the future, especially if the plan is executed by a financial advisor who looks after all the details.

We help you make the decisions and enjoy the results.

3

Protect what’s important

A well-structured professional financial plan will ensure that you cover your responsibilities, protect your most valuable interests and only risk what you are prepared to spend on investment activities.

We help you get the balance right.

"The key to understanding your finances is education. We want all our clients to understand their own financial position and engage with us about it."

ADVICE DIRECTOR - Russell Mann

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