PO Box 106321, Auckland, 1143, Auckland, NZCollaborative Consulting provides bespoke financial planning and wealth management services to high net-worth clients. They are a trusted provider of wealth and investment advice that work hard to empower you and secure your future.
The team at Collaborative Consulting is headed by Managing Director John Milner, who walks the talk with his advice. He runs a successful business, is independently wealthy in his own right and really enjoys sharing three decades of investment experience and business success with others.
Collaborative Consulting works with proven-and-tested financial planning methods, and gives you world-class advice that isn’t commission based from companies they invest in. The company is proud to be independently assessed and certified each year by CEFEX – The Centre for Fiduciary Excellence in Pennsylvania – based on international standard ISO 19011.
Assessing your end goals is an important part of your financial strategy, so Collaborative Consulting will design your financial plans according to what you want your life to look like in the future, and develop a realistic goal-driven map to help you get there.
Their financial planning services are tailored to fit the individual needs of each of their clients, and their advisors always take the time to get to know their clients and listen to their goals and hopes for the future.
Do you want to find out more about how Collaborative Consulting can help your secure your future through proven-and-tested financial planning methods?
Visit the Collaborative Consulting website today to arrange a free initial two-hour consultation with their professional financial advisor team.
