Collins Mann Private Wealth Management
You have worked hard for personal financial security; this you fully understand. But what to do with it, and how to manage it, are often questions overlooked; somehow it will sort itself out. If this describes your approach towards your financial management, then know you are not alone and just by understanding this you are taking the first step towards a secure financial future.
We understand that you need answers to questions that include: Where has all the money gone? What is my financial position? And, how do I move forward financially so that I can be secure pre and post retirement? Over the past decade, Collins Mann has created a values-based model for financial advice that addresses these questions as they apply to individual needs. The outcomes include empowering you to regain control of your personal finances. By helping you determine your core goals and values and identifying an appropriate financial strategy for you and your family, we provide an all-inclusive financial plan for your chosen path. At Collins Mann our core belief is that life should be about choice rather than compromise. Our 2016 book - They said the World was my Oyster, but someone Stole the Pearl: A Baby Boomer's guide to Living a Life of Choice not compromise - includes practical steps on how to achieve this. From the outset, we ask you to choose whether we are the right adviser for you. We have built our business on transparent relationships and upon the principle that ‘Cash flow is King’ to ensure that whatever life throws at you, you will be in a financial position that allows for choice. We strive to provide you with financial solutions that will not only help you sleep at night but will allow you to confidently plan to achieve your aspirations and goals. With a resolve to empower our clients with knowledge and choice, we have designed a 6-Step Lifestyle of Choice Program that enables clients to determine their ultimate goals in terms of necessities, lifestyle and future security. Understanding the influence and importance money has during each life stage, enables clients to prioritise long and short term financial targets. Unencumbered by alignments to any one product provider, we only select products and services on the basis of suitability and outcomes that are in the best interest of our clients. Offering specialist management solutions for financial planning, risk insurances, portfolio structuring and finance broking, Collins Mann facilitates alliances with strategic legal and accountancy partners to round out an integrated financial plan that aims to deliver the best possible outcomes for our clients.
Address: Unit 4, 134 Constance Street, Fortitude Valley, Qld 4006, Australia
Phone: +61 07 3251 3201
FAX: +61 07 3251 3299
