Wealth Management Brisbane

– SERVICING AUSTRALIA –

Wealth Management: Brisbane and across Australia

Collins Mann private wealth management in Brisbane delivers specialised financial advisory and investment services to help you achieve your lifestyle goals and protect your financial future. With over 50 years combined experience in the industry managing significant portfolios of diversified funds, Collins Mann’s advisers are the trusted experts in managing client wealth across the generations.

  • Cash flow management can make or break your financial future.
  • Diversified investment strategies provide options.
  • Superannuation and asset protection are important factors to consider.
  • Tax erodes wealth if effective strategies are not implemented by someone who knows how.
  • Succession planning and asset protection: who will take over after you?

Cash flow management

By taking the time to deeply understand the cash flow resources and needs of each and every client, Collins Mann tailors strategies to ensure every client can take greater advantage of investment opportunities without sacrificing personal and familial financial needs and responsibilities.

Clients often miss funding opportunities from existing sources. Whether it’s dividend reinvestment, business income, or salary and wages, how income is allocated and used is critical to controlling your financial future.

At Brisbane-based, Collins Mann, our wealth managers can provide a comprehensive wealth management solution, exercising stewardship over your portfolio and taking care of all your financial expenditures, with full reporting and accountability to you.

Alternatively, we can provide cash flow management planning services, addressing everything from banking options to budgeting advice, and let you control the implementation and execution of the plan.

Whatever your preferred level of engagement is, we will customise our service offering to suit your needs and expectations.

At Collins Mann, we understand that having an intelligent superannuation and retirement strategy for each of our clients is essential to their long-term financial success.

Diversified investment strategies

In Brisbane, as in all parts of the world, wealth management must include diversified investment strategies. At Collins Mann we provide diversified investment options for clients that want to manage and tailor their risk exposures across different asset classes and allocations.

We take the time to gauge and measure each client’s risk tolerance and investment preferences. We want to ensure that every client is comfortable with the investment choices we recommend according to their personal profile.

Our diversified investment strategies give clients the option to:

    • spread risk to maximise or minimise exposure to particular markets;
    • select specific stocks based on individual likes and research results;
    • make socially responsible investment choices, including with regard to environmental factors, sustainability measures and social welfare;
    • move with or against economic trends in line with market commentators and indices.

By investing in diversified asset classes, clients can manage their risk between Australian and international share portfolios, listed and unlisted property funds, gold and cash reserves.

We design each client’s investment strategy around their risk appetite and funding requirements, to maximise returns over the short, mid and long-term investment horizons.

Superannuation strategies

Australia’s superannuation system is one of the most generously taxed pension regimes in the world and in terms of wealth management, it is for this reason that superannuation remains an important part of the investment mix for all Australians who are working towards their financial freedom.

At Collins Mann, we understand that having an intelligent superannuation and retirement strategy for each of our clients is essential to their long-term financial success.

Whether you are at the beginning of your career wanting to start down the road to building a retirement nest egg, in the middle of your working life looking ahead to financial freedom, or at the end of your career wanting to protect hard-earned savings from market volatility, we can put together a pension plan to fund your specific needs as you move into retirement and beyond.

Superannuation remains an important part of the investment mix for all Australians who are working towards their financial freedom.

Tax effective strategies

At Collins Mann, in conjunction with your accounting advisors, we take the time to structure our clients’ investments to take advantage of the most tax effective and secure wealth management strategies available to individuals and companies.

Our wealth managers work with clients’ tax advisors and look at each client’s individual company and trust structures to determine how assets ought to be held and managed to optimise your after tax investment returns.

Succession planning and asset protection

At Collins Mann we understand that asset protection and succession planning are a core part of every financial plan. Our clients need to be confident that their wealth will be protected from undue legal and financial risks, for the benefit of the family and loved ones who will succeed them.

That’s why our advice is always provided with special consideration to each client’s personal and professional risks and family circumstances. Whether you are a senior executive or company director, professional adviser or business owner, our wealth managers will provide strategic solutions tailored to your specific needs and requirements.

For professional Brisbane based wealth management services, contact Collins Mann for a confidential discussion with one of our wealth managers today.   

Financial Services

Our services include:

  • Values-based financial planning.
  • Wealth accumulation strategies.
  • Tax-effective strategies.
  • Risk management.
  • Retirement planning.
  • Estate planning.
  • Divorce financial settlement analysis.

SERVICE AREAS

Brisbane Sydney
Melbourne Adelaide
Canberra Darwin
Perth Tasmania
Gold Coast Sunshine Coast

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