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Collective Wealth Advisers
9 Sherwood Road, Toowong, Queensland, Australia
About Collective Wealth Advisers
Welcome to Collective Wealth Advisers, a leading financial institution located in Toowong, Australia. As an establishment specializing in finance, we are a trusted point of interest for individuals who are retired, approaching retirement, or simply starting to think about their future financial security.
At Collective Wealth Advisers, we understand that retirement planning is a crucial aspect of life. That's why our team of retirement planning specialists is dedicated to working closely with you to create a personalized plan that will make a difference in your financial future. Our goal is to help you protect and grow your wealth through customized wealth creation and management strategies.
We believe in turning retirement objectives into realities. By identifying your current financial position and understanding your aspirations, we tailor financial solutions that suit your individual circumstances. Our expertise and support will assist you in your wealth creation journey, ensuring that your finances work for you both now and in the future.
At Collective Wealth Advisers, we are committed to long-term partnerships. We will be there for you even after you've reached the retirement milestone, acting as the guardian of your financial plan. Our team will continue to monitor and adjust your plan as needed, so you can enjoy the life you desire with confidence.
Visit us at Suite 201, Toowong Tower, 9 Sherwood Road, Toowong, Q 4066 to experience our comprehensive financial advisory services. Collective Wealth Advisers and our advisers are authorized representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306.
Copyright 2021 — Collective Wealth Advisers.
Photos of Collective Wealth Advisers
Toowong Tower, Suite 201/9 Sherwood Rd, Toowong QLD 4066, Australia
Opening hours of Collective Wealth Advisers
Monday:
08:30 - 16:30
Tuesday:
08:30 - 16:30
Wednesday:
08:30 - 16:30
Thursday:
08:30 - 16:30
Friday:
08:30 - 16:30
Saturday:
Day off
Sunday:
Day off
Reviews of Collective Wealth Advisers
"I have worked with Aaron of collective wealth advisors for over seven years. Aaron and his team have provided outstanding support and advise consistently throughout this time. His care and professionalism is noted and I would highly recommend him to anyone seeking to build wealth, secure their future and ensure that the decisions about their finances are sustainable and suitable for their situation."
"We have been working with Aaron for at least 5 years now. At all times have found him professional, knowledgeable about the superannuation rules and regulations, good at thinking through long term strategy and adjusts plans to suit us as things change."
"“Aaron Steer and the team at Collective have been our financial advisors for the past seven years following our retirement. Their personal interest in ensuring that our future is a secure and enjoyable one, especially during these uncertain times, reassures us that our finances are in good hands for the long term. Using his professional expertise Aaron has tailored a financial pathway to suit our ongoing lifestyle and estate planning to the benefit of our family well into the future. His continuing support through communication in a professional and personable way makes for a trusting and enjoyable process.” – Jan and Barry Spollen - Clients"
"I had to leave my job in May 2020 due to ill health. In August 2021 I met Desley and Paul from Collective Wealth to seek financial advice. At our initial meeting, I explained my situation to Desley and Paul. Due to my health not improving and not returning to any employment, I had applied to my Superannuation fund to access some of my Super as I did not have any income. My initial application was not approved. After countless Doctors and specialists visits and reports and with the help of Desley and Paul, my TPD application through my Superannuation was finally approved. Desley and Paul have now put together a financial plan for me which ensures I will have a cash flow well into my retirement. I can't thank Desley and Paul enough for all of the work they have done. They are extremely professional and never once judged my situation. I highly recommend Collective Wealth and their staff, especially Desley and Paul."
"Collective Wealth Advisers are professionals in their field. Aaron and his team are knowledgeable and have a great understanding of the market, they have worked with us to achieve a plan that is perfectly suited to the lifestyle we want, his communication to us been clear, and at a level that we understand. We feel comfortable to discuss matters with Aaron or any member of his team."
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