Tel : 07 3251 3200
Fax : 07 3251 3299
Email : email@example.com
We can't wait to help you!
Tel : 07 3251 3200
Unit 4, 134 Constance Street
Fortitude Valley Qld 4006
PO Box 792
Fortitude Valley Old 4006
Contact us about a personailsed solution!
At Collins Mann Private Wealth Management, we’re aware that most of us, from busy professionals still in the throes of raising a family, through to high net worth individuals and families, generally don’t have the time or resources to start tackling our own finances and planning for our ideal future. The question of how best to move forward financially and fund a life that seems such a long way away from now, is one pondered more commonly than you’d think.
Our answer to this is in what we do—as experienced financial advisors and private wealth managers, we specialise in creating personalised solutions and advice for time-poor professionals who want to secure the most comfortable life, pre and post-retirement, that they can. Our values-based model of tailored financial planning and advice, coupled with our ‘lifestyle of choice, not compromise’ philosophy (as illuminated in our book), is key to how we help our clients with their future dreams and aspirations.
From the outset, we aim to put you first. Along with a web tool and app that allows you to check on your current financial health for yourself, we ask you to choose whether we’re the right advisor for you. Our 6-step Lifestyle of Choice Program strives to provide you with solutions and thought-out advice that will not only help you sleep easier at night but will allow you to confidently plan and make decisions about your financial goals, intentions, and future.
When you contact us, we’ll generally have a series of three meetings: an initial, informal meeting to establish mutual compatibility; a second ‘discovery’ meeting where we’ll identify goals, outcomes, and objectives via an information-gathering questionnaire; and a third ‘engagement’ meeting, where we’ll outline the potential costs of the financial services we think would be right for you.
Until you decide to engage us in building a successful and long-term working relationship with you, there’s no cost—the choice will be yours.
At Collins Mann, we want you to choose us because we’re right for you and because you trust us. We want you to be an integral part of the plan in managing your money so that you’ll know exactly your financial position at any time. Most of all, we want you to enjoy the fruits of your labour well into your retirement.
In our current climate of uncertainty, there’s no better time to engage a financial advisor. Contact our team at Collins Mann and let us help you secure your financial future, today.
I was told years ago: “You should get yourself some proper financial advice”. It was some of the best advice I could have been given. Working fulltime in a busy professional practice had left me with too little time to do this myself. I had investments but no “plan” and had never given much thought to retirement. Collins Mann have given me “peace of mind” and confidence in a secure financial future.
Dr K J Adkins FRCPA
Our services include:
- Values-based financial planning.
- Wealth accumulation strategies.
- Tax-effective strategies.
- Risk management.
- Retirement planning.
- Estate planning.
- Divorce financial settlement analysis.
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