WealthTrack Program.

Life is constantly evolving. What you need to start a family differs from what you need when the kids are all grown up and start moving out. Your objectives shift from meeting the short-term needs to planning for the long term. Outside your personal circumstances, economies fluctuate, and regulations change, impacting your capacity to meet those objectives. So, how do you ensure you are on track to meet your future financial aspirations?

Change may be a constant in life, but to ensure your financial strategy flows along those changes, you need constant financial planning. Therefore, measuring your needs and the distance from your current position to the lifestyle goals you want to achieve is important. That’s where the WealthTrack program comes in.

What you get in the program

This program is a key checkpoint in your financial journey. It aligns your existing strategies with evolving objectives, and we tailor it for your optimal progress. We guide you on the path to financial success.

Expert financial team at your service

Dedicated relationship manager for your queries

Secure info management through our Client Portal

Flexible meetings: face-to-face, video, or phone

Ongoing guidance to meet objectives

Access to a panel of industry professionals

Clear, concise and predictable fee structure

Change is a constant. We keep your financial goals on track.

PROGRESS MEETINGS

Our Progress Meetings are a cornerstone of the WealthTrack Program. These regular check-ins are designed to keep your financial journey on course and explore any required changes or opportunities to ensure your unique goals are at the forefront of everything we do.

Here are some tips for making the most of our time together in your progress meetings:

Reflect on Goals

Take a moment before the meeting to review your short and long-term financial goals, noting changes or new aspirations since your last meeting.

Document Preparation

Gather relevant documents, including pay slips and mortgage statements, to provide your adviser with current information for a thorough assessment.

Open-minded Approach

Approach the meeting with an open mind, being receptive to new ideas or strategy adjustments that your adviser may suggest.

On the journey with you.

On the journey with you are our most experienced financial advisors. Their knowledge and insights can take you from today to tomorrow together.

AARON STEER

Director & Principal Financial Planner

Aaron leads our Collective Wealth Advisers team and brings a strong culture of personal service to our client offering. Aaron works closely with clients to help identify what is important to them, create solutions to…

RYAN MCCORMAC

Senior Financial Planner

Ryan is an experienced financial planner having worked with some of Australia’s largest and most highly regarded financial services and banking groups. He has completed a Bachelor of International Business and has extensive knowledge of…

NATHAN BOSMAN

Financial Planner

Nathan is an exceptional financial planner having worked with some of Australia’s most highly regarded financial services groups. He is currently studying his ‘Masters of Financial Planning’, showing his dedication to continuing education and maintaining…

When we first met Ryan McCormac over 9 years ago, we had no idea of where we were and what we needed to do to get set up for retirement. Since then, with help from Ryan, we have been able to payout all our debt, saved tens of thousands of dollars in tax and have a clear picture of what our retirement looks like. We have also gladly referred our friends and family to Ryan for further help and will continue to sing his praises. Thank you to Ryan. We appreciate his guidance.

We have been working with Aaron and his team for over 8 years now and consider ourselves very fortunate to have been introduced to him. We retired 18 months ago, earlier than we ever thought possible, and we know that is a direct result of Aaron’s guidance. He took the time to get to know us and what we wanted, explained our options in a clear manner that we could understand, showed us what was possible and kept us on track. We would wholeheartedly recommend Aaron and his team to anyone wanting to retire with confidence.

We were introduced to Aaron Steer by our accountant for assistance with our self managed super fund investment. Aaron has been able to restructure our investments to suit our income needs and save us on fees at the same time. He has always been available to answer any questions we have, no matter if they seem a bit silly. We have been very happy with his service.

Desley Zunker has been our financial adviser since my husband retired, handling his retirement superannuation and advising us on how best to manage the portfolio. She has helped us tremendously in our dealings with Centrelink (for which we are eternally grateful) and with sorting out the problem of an overseas pension. She is always professional in her dealings with us making the unfamiliar world of investments and pensions intelligible, and always with a sense of humour. We can’t recommend her enough to anyone considering engaging a financial adviser.

Contact Us

Brisbane

Suite 201, Toowong Tower, 9 Sherwood Road, Toowong, Q 4066

Ipswich

150 Brisbane Street, Ipswich, Q 4305

Phone

07 3371 0866

hello@collectivewealthadvisers.com.au

Open Hours

8:30am — 4:30pm