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Collective Financial Partners, Boolaroo
34 Main Road, Boolaroo, New South Wales, Australia
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About Collective Financial Partners, Boolaroo
Welcome to Collective Financial Partners, located at 34 Main Road, Boolaroo, Australia. We are a trusted establishment in the finance industry and a notable point of interest in the area.
Collective Financial Partners is dedicated to delivering exceptional wealth creation, accounting, advisory, and lending advice to individuals and businesses looking for growth and financial success. Our institution is the result of a merger between two successful Newcastle-based entities, Bridges Lake Macquarie and WP Partners, in 2021. As a result, Bridges Lake Macquarie is now known as Collective Financial Partners.
Convenience is key, which is why we have strategically placed offices in Boolaroo and Thornton to serve our clients effectively. Our team of specialist advisors combines their collective expertise to create tailored strategies that address your unique financial needs and goals. Whether you require investment advice, superannuation planning, retirement and estate planning, portfolio administration, or insurance packages, Collective Financial Partners is here to assist you every step of the way.
We pride ourselves on our comprehensive suite of financial services, which includes handling all your taxation, auditing, and financial accounting needs for both personal and business-related matters. As registered tax agents, we ensure that business owners can focus on running their business while we take care of their reporting requirements with the ATO. Additionally, we offer Virtual CFO services to businesses, providing them with the expertise needed to make informed financial decisions.
Our business advisory services are designed to support clients at every stage of business ownership. Whether you are starting your own business, seeking financial guidance for a family business, planning for succession, or winding up operations, our experienced team can provide valuable insights and assistance. We also offer comprehensive business valuation services to help you understand the true worth of your business.
When it comes to lending and loans, Collective Financial Partners works closely with clients to assess their needs and connect them with the most suitable lending specialists and institutions. We project-manage each step of the process to ensure that debts, liabilities, and leases are structured correctly to protect your assets and optimize cashflow and tax benefits.
Planning for the future is crucial, and that's why we offer enduring power of attorney (EPA) services. By appointing an EPA, you can protect your interests and well-being by granting someone you trust the legal authority to act on your behalf.
We also keep our clients informed about important updates and changes in the financial landscape. 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. This boost applies to eligible expenditure incurred from 29th March 2022 until 30th June 2024. We also highlight the importance of reviewing payroll systems to ensure compliance with the increased award rates of pay and the National Minimum Wage.
At Collective Financial Partners, we prioritize your financial well-being and provide informed advice based on your specific circumstances. However, it is essential to consider the appropriateness of our advice and consult with an authorized financial adviser before making any decisions. We encourage you to obtain and review the relevant Product Disclosure Statement (PDS) to gain a comprehensive understanding of the products and strategies mentioned in our communication.
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
Visit us at Collective Financial Partners in Boolaroo, Australia, and let us help you achieve your financial goals with our expertise and dedication.
Photos of Collective Financial Partners, Boolaroo
34 Main Rd, Boolaroo NSW 2284, Australia
Opening hours of Collective Financial Partners, Boolaroo
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
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