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Change your relationship with money through
relatable and easy to understand financial advice
Financial advice shouldn’t feel overwhelming or hard to understand. At Wealth Collab, the focus is on clarity, structure, and helping you make confident financial decisions.
We take the time to understand what matters to you, set clear priorities, and build a plan that supports where you’re heading, now and into the future.
Regardless of where you are in your financial journey — whether you’re laying the foundations, building wealth, approaching retirement, or preparing to retire — we help you navigate each stage with confidence as your circumstances evolve.
WHAT'S YOUR STAGE IN LIFE?
Perfect Foundations
Most people start off with no direction, no plan and no strategy.
Our aim is to take action, set the Perfect Foundations.
Pathway to Wealth
A proven and award winning, step by step financial management plan that has been designed to help you build enough assets for a long, stress free and comfortable retirement.
Countdown to Retirement
The countdown to retirement usually starts within five years of retirement. Gain a clear understanding of what you need to do now, in order to achieve your vision of successful retirement.
Retire in Style
For those ready to retire in style. Understanding your goals, ensure your estate plans are clear, review how long your money will last, maximise income streams, and possibly use the CARE investment philosophy to reduce risk in retirement.
Self Managed Super Funds
For those looking to unlock the potential of their own self managed super fund, we are committed to providing tailored solutions, ensuring a secure and prosperous retirement.
Legacy X
A speciality division dedicated to professional athletes and their families. Legacy X helps you create a game plan for your money — making the most of your earning years, protecting what you’ve built, and preparing for life after the game.
We want to get to know you and find out what your unique goals are for the future. Don't expect to just talk money stuff. Our holistic approach means we are interested in your goals for life, not just your bank balance.
Like so many of our clients we embrace technology, so we offer all
our meetings virtually on Zoom.
Have a few questions before booking a meeting?
Book an introductory call to learn more
02 8076 8900
Office Locations
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