Built on alignment. Driven by integrity.
We believe wealth management should be transparent, aligned, and strictly tied to performance. No hidden fees, just true partnership.
The Border Collie philosophy
Border Collies are known for their trust, intelligence, loyalty and relentless work ethic. They have worked alongside farmers for generations, forming one of the most successful partnerships in the world. The farmer sets the destination and objectives; the Border Collie uses its skill, discipline and judgment to help achieve them.
At Collies Wealth, we aim to replicate that relationship. You are the farmer. We are the Border Collie.
Your goals guide every decision, and our role is to work tirelessly on your behalf to help you reach them. Like a great sheepdog, we will:
Act in your best interest at all times
Work relentlessly on your behalf
Apply intelligent, disciplined thinking
Stay loyal over the long term
A Border Collie doesn’t replace the farmer. It supports, protects and helps the farmer achieve more than they could alone. That’s the partnership we seek to build with every investor.
Brett Anderson
Founder & Wealth Partner
Founded Collies Wealth Partnerships in 2024 with a simple mission: align wealth management with client success.
Background: Craigs Investment Partners, ANZ Private Bank
Training: Economics, Finance, Personal Financial Planning
The 15-year guarantee
If your portfolio loses money due to our decisions over 15 years, we make it right, or go down with you.
This guarantee is our self-imposed penalty for failing to add value. We believe wealth managers should be rewarded for creating wealth for clients, not for destroying wealth while taking and keeping fees.
Our methods are grounded in the philosophies of Warren Buffett, Charlie Munger, and Nassim Taleb, with insights from Howard Marks and Peter Lynch.