Collies Wealth Partnerships

Collies Wealth Partnerships, based in New Zealand, provides expert financial advisory services, including investment and wealth management, with a focus on transparency and accountability, targeting individuals in Auckland.

WHO WE ARE:

• We are a team of experienced financial advisors committed to helping individuals achieve their financial goals.
• Our approach is centred around transparency, accountability and performance-based fees, ensuring our interests are aligned with those of our clients.
• With a deep understanding of the financial landscape in New Zealand, we offer tailored advice to meet the unique needs of our clients.

WHAT WE DO:

• We offer comprehensive wealth management services, including investment portfolios, KiwiSaver and insurance, all designed to help our clients achieve financial freedom.
• Our performance-based fee model means that our clients only pay fees if their wealth grows, ensuring that our advice is always in their best interests.
• We provide ongoing support and guidance, including regular situation reports, to help our clients stay on track with their financial goals.

WHY CHOOSE US:

• Our unique 15-year positive return guarantee gives our clients peace of mind, knowing that we are committed to helping them achieve long-term financial success.
• Our transparent and accountable approach ensures that our clients are always informed and in control of their financial decisions.
• Our expertise and experience in the New Zealand financial market enable us to provide tailored advice that meets the specific needs of our clients.

FAQ
1. What is the process for becoming a client of Collies Wealth Partnerships?
To become a client, you will first have an initial discussion with one of our advisors, followed by a discovery meeting to understand your financial goals and circumstances. You will then receive a tailored wealth strategy and have the opportunity to implement our advice.

2. How do you charge for your services?
We operate on a performance-based fee model, which means that you only pay fees if your wealth grows. Our fees are 10% of annual gains and if your portfolio does not grow, you pay nothing.

3. What kind of support and guidance can I expect from Collies Wealth Partnerships?
We provide ongoing support and guidance, including regular situation reports, to help you stay on track with your financial goals. We also offer free retirement planning and tailored advice to meet your unique needs.