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WHO WE ARE

We are a financial services company dedicated to making the complicated world of finance easy to understand so you can achieve your goals. Benefits of using our service include our fee for service model, which means we are not obligated to recommend any financial services or products unless they truly suit your needs. Also our in-house Portfolio Administration System (PAS), is an extremely useful tool to make improvements and to give you direct access to your account. We’ll pinpoint where you are now and provide a strategy to navigate you towards your goals whilst helping you prepare for the unexpected. We’ll create a plan that changes with you.

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OUR VIRTUES

Performance

We work to deliver a benefit to our clients.

Proud

We see the positive outcome of our work.

Progressive

We operate within a dynamic environment.

Perceptive

We see beyond what is immediately obvious.

Proactive

We work to capture the best available outcomes.

Professional

We embrace these internal disciplines as our own.

READ OUR NEWSLETTER

Read our latest quarterly newsletter. Filled with interesting articles, on a range of topics, written by advisers and staff. The perfect way to stay up to date on everything that’s happening at The Investment Collective.

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Please find The Investment Collective Continuing Professional Development Policy here.