Collective Financial Partners, Thornton

Welcome to Collective Financial Partners, located in Thornton, Australia. We are a leading establishment in the finance industry, offering a wide range of services to individuals and businesses. With our expertise in wealth creation, accounting, advisory, and lending, we are dedicated to helping our clients achieve their financial goals.

Collective Financial Partners is the result of a successful merger between Bridges Lake Macquarie and WP Partners, two prominent entities in Newcastle. This merger has allowed us to combine our collective knowledge and experience to provide even better services to our clients. We have conveniently located offices in Boolaroo and Thornton, ensuring easy access for our clients.

At Collective Financial Partners, we prioritize informed, reliable, and dependable advice to help our clients grow their wealth. Our approach to wealth management is based on a comprehensive understanding of your goals. With this understanding, our specialist advisors work together to create a personalized strategy that addresses your specific needs.

Whether you require investment or superannuation advice, retirement and estate planning, portfolio administration, or insurance packages to protect your assets, Collective Financial Partners is here to assist you. We are equipped to handle all your taxation, auditing, and financial accounting needs, both on a personal and business level. As registered tax agents, we can take care of reporting requirements with the ATO, allowing business owners to focus on running their businesses.

In addition to our accounting services, we also offer business advisory services to help clients at every stage of business ownership. Whether you are starting a new business, seeking financial guidance for a well-established family business, planning for succession, or winding up operations, our experienced team can provide valuable insights and support. We also offer comprehensive business valuation services.

When it comes to lending and loans, Collective Financial Partners works closely with clients to identify their specific needs and recommend the most suitable lending specialist. We understand the importance of structuring debts, liabilities, and leases correctly from an asset protection, cashflow, and tax perspective to avoid future issues. Our involvement extends to project-managing each step of the process, ensuring a seamless experience for our clients.

Planning for the future and protecting ourselves from unforeseen circumstances is crucial. At Collective Financial Partners, we can assist in appointing an enduring power of attorney (EPA) to ensure our interests and well-being are safeguarded. An EPA grants legal authority to someone we trust to make decisions on our behalf.

We are committed to staying up-to-date with the latest industry developments and regulations. For example, small businesses with an annual turnover of less than $50 million can benefit from an additional 20% tax deduction for external training courses delivered to employees by registered training providers. It is essential for employers to review their payroll systems and ensure correct rates and awards are applied, as the National Minimum Wage has recently increased by 5.75%.

Collective Financial Partners operates under a scheme approved by Professional Standards Legislation, limiting our liability. Our team boasts over 80 years of combined experience in financial services, making us a trusted choice for all your financial advice needs.

Please note that the information provided here is general advice, and we have not taken into account your specific financial circumstances, needs, or objectives. We encourage you to consider the appropriateness of our advice and seek the assistance of an authorized financial adviser. It is also important to obtain and review the relevant Product Disclosure Statement (PDS) before making any decisions regarding the products or strategies mentioned.

Collective Financial Advice Pty Ltd ATF Lake Macquarie Group Trust ABN 14 710 648 652

Alliance Wealth Pty Ltd | ABN 93 161 647 007 | AFSL 449221