Skip to main content Skip to search

Services

Financial Services Guide

The Investment Collective Financial Services Guides will guide you through the investment process.

READ MORE
Personal Financial Planning

Our personal financial planners can tailor a financial strategy to suit your individual needs and help manage your assets and plan a comfortable retirement.

READ MORE
Life Insurance

Our team of dedicated Risk Advisors can develop a personalised strategy with you to assist managing identified risks and with all your life insurance needs.

READ MORE
Self-Managed Super Funds (SMSF)

SMSF’S are there to fund your retirement and ensure you have greater control of your assets. They can have up to four members, two of whom are trustees.

READ MORE
Portfolio Management

Our research team constantly monitor the performance of your financial portfolio and recommend the purchase or sale of a particular security.

READ MORE
Deposit Broking

If shares aren’t something you’re interested in then perhaps you may like to take advantage of our banking contacts who can help you find the best term deposit rate.

READ MORE
Share Trading

Investing in shares can assist you in diversifying your assets and can, in some cases, offer taxation benefits. We recommend the development of a financial plan that will suit your needs.

READ MORE
Mortgage Broking

When it comes to purchasing a property there is a lot you need to know such as refinancing your current home or taking out a new loan.

READ MORE
Business Consulting and Planning

A well thought out business plan is a way of ensuring you achieve your business and personal goals, being able to work on the business rather than in it.

READ MORE
Bookkeeping and Administration Services

Investing in shares can assist you diversify your assets and can, in some cases, offer taxation benefits. We recommend the development of a financial plan that will suit your needs.

READ MORE
Capricorn Diversified Investment Fund (CDIF)

CDIF has been set up to offer the opportunity to invest in a range of assets in a portfolio designed to reduce asset price volatility while continuing to generate attractive income returns.

READ MORE
CDIF Solar

CDIF Solar is a new local provider of solar power generation with a retail exemption from the Australian Energy Regulator. By choosing us to compliment your main supply you can significantly lower your business expenses.

READ MORE