Wealth Creation. Wealth Protection. Retirement Planning

Partnering with You to Build a Secure Financial Future

Turning your life and financial goals into reality.

FREE Consultation

Committed to Helping Our Clients Succeed

Empowering your financial future with personalised strategies and unwavering support.

BUILDING YOUR WEALTH

Tailored strategies & expert financial guidance designed to help you grow your wealth over time.

FINANCIAL SAFEGUARDS

Comprehensive, tailored solutions designed to safeguard, grow, and secure your financial future with confidence.

WEALTH PROTECTION

Safeguarding your life through tailored insurance, tax-efficient structures, and proactive risk management.

Committed to Helping Our Clients Succeed

At Collaborate Financial, we know financial planning is personal. Whether you're planning for retirement, buying a home, or securing your future, we tailor our advice to your needs. Our goal is to provide clear, actionable strategies that evolve with your life.

Beyond expert advice, we build lasting partnerships based on trust and transparency. We help you navigate investments, taxation, and superannuation, ensuring you stay on track. Your financial success is our priority, and we’re with you every step of the way.

Personalised Financial Strategies: Tailored advice and strategies designed to align with your unique goals, whether saving for retirement, buying a home or protecting your family’s future.

Ongoing Support and Partnership: We monitor your progress and adapt your financial plan as your life evolves, ensuring you stay on track to achieve long-term success.

Expert Guidance Every Step of the Way: Our team is committed to providing clear, transparent advice, empowering you to make informed decisions and confidently reach your financial objectives.

Book a Complimentary Consultation

Your Goals, Our Commitment – Working Together to Build a Secure Financial Future

Achieve peace of mind for your financial future with Collaborate Financial, a trusted financial planning firm. We are dedicated to tailoring strategies that align with your unique goals and objectives. Let us help you navigate each step towards a confident and secure future, providing expert guidance to build your wealth and protect what matters most.

Life Insurance Coverage

Approximately 59% of Australians have life insurance, yet over 40% of households still lack adequate coverage.
(AIST, 2023)

Average Super Balance

Australians aged 60-64 have an average super balance of $270,000, far below the $545,000 needed for a comfortable retirement.
(ABS 2022)

Impact of Advice on Retirement

A 2021 FPA study found that individuals with a financial planner can save up to 60% more for retirement over 10 years than those without advice.

(FPA 2021)

TESTIMONIALS

What others are saying

"Portfolio Value Soars"

"I have a very positive experience with Collaborate and couldn’t be more satisfied. Jacqui's expertise in financial planning and investment strategies was evident from our first meeting. She took the time to understand my goals and provided personalised advice that was both clear and actionable. Her communication was prompt and thorough making complex topics easy to grasp. My portfolio value has immensely grown."

- Daphne, Gosford

"Expert Portfolio Growth"

"Jacqui is extremely efficient in her communication style. She returns calls and messages within the hour and follows up on all documentation sent. Every piece of advice Jacqui has prepared for me has been emailed immediately after our calls and I am very happy with the return from my investments in the past 12 months. I would not hesitate to recommend Jacqui to anyone looking to improve their financial security and portfolio".

- Kaye, Tingira Heights

"Highly recommend Jac!"

"Jacqui is second to none, trust that you’ll be in great hands. Jacqui’s authenticity and genuineness was exactly what I looking for, on top of the great financial advice. She has been a pleasure to deal with and has been incredibly helpful in ensuring I meet my needs with insurance(s) and investment strategies to grow my SMSF. I highly recommend her to anyone."

- Teagan, Umina Beach

More Testimonials On Advisor Ratings

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Committed to Helping Our Clients Succeed

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FREE Consultation

Committed to Helping Our Clients Succeed

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Kim Wexler

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Billy Jackson

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