An Amazing Retirement? Sounds Like a Plan!

If you have turned 50 and have not seen a professional financial planner, you need to stop and have a long, hard think about things!

It’s crunch time for you!  You have a limited amount of time to make sure you get your ‘ducks in a row’ and take advantage of all the legislative opportunities and strategies available to place you in the best position possible before you finish earning a week-to week-income.  Soon, you will be relying on your savings to live the lifestyle YOU want to lead.  What will that look like?

The good news is that it’s not too late!  Making an appointment with a financial planner at this stage of your life will provide you with clarity on your current and future financial situation, educate you on the options available and most likely provide you with a vastly improved outcome in retirement.

Not sure where to start?

At Collective Wealth Advisers, we want to make things as simple as possible for you.  To help us better understand your current concerns, objectives and your financial position, we have designed two quick and easy questionnaires to get the ball rolling. Once completed, a member of our team will contact you for a brief discussion on your options and provide you with an opportunity to ask questions you may have. You can do this by clicking here.

It’s a hassle-free way to kick-start your journey to results.  Don’t put it off any longer!

  • admin
  • Apr 06 2021
  • Insights
  • Market Updates

    Quarterly Market Outlook Report – June ’22

    admin, 24 May 2022

    Our research partners at Innova Asset Management look at the June Quarter and provide some insight into how we are positioning our portfolios.

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  • Market Updates

    Quarterly Market Outlook Report – March ’22

    admin, 22 Feb 2022

    Our research partners at Innova Asset Management look at the March quarter and provide some insight into how we are positioning our portfolios.

    // Read More
  • Insights

    Adviser of the Year!

    collective_admin, 20 Oct 2021

    We are incredibly excited to announce that our Principal, Aaron Steer, has been awarded the National Adviser of the Year at the recent FPW Conference.

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