Our mission at Collies Wealth Partnerships is to maximize your wealth and your peace of mind whether you have $1 or $1 trillion.
Nothing else.
What we offer you?
FREE PERSONAL FINANCIAL PLANNING!
Rather than simply helping you invest funds you have decided to invest, we can help you determine how much to invest in shares, bonds, cash, and other investment assets such as property, gold, and cryptocurrencies.
MONEY MANAGEMENT IN ONE PLACE!
For all your money that you do not plan to spend in the next 1-3 months.
NEW EQUITABLE FEE STRUCTURE THAT IS LOW!
We charge an upfront Partership Transfer (can be paid over 3 years) which is fully refundable if we do not double your money every 10 years.
We invest that transfer alongside you to make our money and will disclose what we own.
We also charge a low administration fee of 0.1% per annum. We may also charge a fee when you withdraw funds if we have quadrupled your money every 10 years you have been invested, and I doubt you'll mind á fee at that time after huge success!
GREAT SAVINGS RATES
Exceeding on call savings rates at most banks.
Access to Term Deposits from multiple banks to receive better rates.
Access to Corporate Bonds for better rates than many Term Deposits and the ability to sell with no break fees applied.
PASSIVE INCOME GENERATION
Which is expected to increase over time and offset inflation with no input from you.
LONG TERM CAPITAL GROWTH
For your expected capital expenses or wealth transfers in 10 or more years.
NO CONFLICTS WITH YOUR INTERESTS
We charge you low fees.
We do not clip the ticket anywhere including on brokerage.
We invest alongside you. So for us to be successful, you have to be successful, and this success is achieved at the same time!