About Us

Focused on Your Goals, Driven by Your Success.

Empowering You to Build a Financial Future that provides you with confidence and peace of mind.

At Collaborate FInancial, we put you, our client, at the heart of everything we do. We are focused on understanding your unique goals and are driven by your success. Our expertise in superannuation, investments, personal insurance, and retirement planning empowers us to create tailored strategies that safeguard and grow your wealth. We’re here to provide trusted advice, proactive support, and a clear path to a financially secure future.

At Collaborate Financial we are passionate about working with our clients to deliver strategies which enable them to achieve their wealth creation goals.We provide our clients with access to holistic financial advice that encompasses our core values of onesty, integrity, and trust.

About Your Adviser

With over 20 years of experience in the financial services industry and a Graduate Diploma in Financial Planning, Jacqueline is dedicated to offering honest, trusted advice tailored to each client’s unique needs, goals, and lifestyle.

As a seasoned financial adviser, Jacqueline brings a wealth of knowledge across superannuation, investment planning, personal insurance, and retirement planning. Her commitment is to empower clients with clear, personalised guidance to help them achieve financial security and peace of mind for the future.

FREE Consultation

Super Simple 6-Step Process

Financial Triage.

During our initial consultation we will discuss where you are now and what your goals and objectives are moving forward. We will collect detailed information about your current position to enable us to construct a financial plan.

Financial Strategy.

We will use the information from our initial meeting and gather additional details from investment, superannuation, and insurance providers. We will assess suitable strategies to help you work toward your stated goals and objectives.

Advice Preparation.

We will document the recommended strategies, their basis, key considerations, and a comparison of your current trajectory versus the projected outcome of the recommended approach, based on specific assumptions.

Advice Presentation.

We'll present the recommended strategies & provide your Statement of Advice, explaining the recommendation, its benefits, and key considerations to ensure you have a clear understanding of how it supports your financial goals.

Implementation.

Once presented and you are satisfied to proceed, we'll implement the recommendations in your Statement of Advice, ensuring each step is executed smoothly and aligned with your financial goals for a secure and structured future.

Support.

To keep your advice relevant, we offer Ongoing Advice service levels, including regular reviews, professional support, and an agreement outlining the benefits of ongoing financial guidance tailored to your needs.

Ready to get started?

Get instant access

The Success of Collaborate Financial is Built on Great Partnerships

At Collaborate Financial, we recognise that referral partnerships are key to delivering comprehensive, quality service to our clients. By building trusted relationships with like-minded professionals, we expand our ability to offer holistic financial solutions that meet every aspect of our clients’ needs. These partnerships allow us to provide a network of expertise across various areas, enhancing the value we deliver.

Together, our referral partners and we ensure our clients receive the highest personalised service, empowering them to achieve their financial goals confidently.

Bultitude & Partners

Bultitude & Partners supports entrepreneurs and business owners with accounting, tax, superannuation, strategy, and cloud accounting.

Serving the Central Coast, we build strong client relationships, offering honest, tailored advice.

With over a decade of experience, we provide clarity and efficiency, guiding you through every financial challenge with integrity.

Flipside Accounting

Tax and business support for individuals, start-ups and small businesses.

My mission is to simplify your life and give you peace of mind with all your money matters. I am a Chartered Accountant + Tax Agent and I am here to support your business journey from the ground up with proven systems and practical business advice

Law Team

We know the law can be confusing and overwhelming. At Law Team, we give you a clear plan of action to protect your assets, your dreams and your future. We can help with Contracts, Conveyancing, Wills & Estates and much more. Contact us today to find out if we can help you!

Direct Mortgage Concepts

Direct Mortgage Concepts (DMC) has over 20 years of experience helping clients across Sydney and Australia with buying, selling, and refinancing.

Based in Sydney’s Northern suburbs, DMC matches clients with the right loans, educates them, and supports them throughout the process—offering ongoing reviews at no client cost.

Central Coast Mortgages

Katrina became a mortgage broker through her passion for property. As an experienced investor, she helps clients secure the right loan and build wealth.

Previously a nurse and midwife, her care, attention to detail, and advocacy shine through in every loan application and refinance she assists with.

Advocate Finance

We’re mortgage brokers committed to finding the right loan for you. We navigate the ever-changing market, negotiate on your behalf, and simplify the process for fast results.

Avoid pitfalls and secure loan features tailored to your needs with our expert guidance.

Committed to Helping Our Clients Succeed

Lorem ipsum dolor sit amet, consectetur adipiscing elit. In convallis turpis efficitur enim efficitur pulvinar. Nunc erat nibh, tempor quis volutpat eu, consectetur at ante. Curabitur venenatis orci sed auctor sollicitudin. Curabitur feugiat justo mauris, eget finibus tortor congue non. Donec feugiat mattis nisl et semper. Nulla rutrum est ac iaculis bibendum.

Kim Wexler

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Quisque nisi nunc, tincidunt non nibh non, ullamcorper facilisis lectus. Sed accumsan metus viverra turpis faucibus, id elementum tellus.

Billy Jackson

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Quisque nisi nunc, tincidunt non nibh non, ullamcorper facilisis lectus. Sed accumsan metus viverra turpis faucibus, id elementum tellus.