Independent Financial & Investment Advice

Deciding which type of Super Fund best suits your needs is sometimes
a difficult task and obtaining Independent Advice almost impossible.
We help you build a flexible strategy that's suited to your lifestyle.

Dominic Alafaci on
Afternoons with Denis Walter,
Melbourne's No 1 Talkback
Radio Station 3AW 693

Unlike Commission Salespeople who have to "sell" you a Financial Product in order to validate their Salary, or Financial Advisors that are restricted to recommending Financial Products that maximise the business owners bottom line, at Collins House Private Wealth you can rest assured that if a financial product is recommended, it is because we genuinely believe that it best suits your needs, and not our pocket.

Invest Your Money Wisely

Investing your hard won savings can be almost a full time job and at Collins House Private Wealth we pride
ourselves on providing Independent Professional Advice without ex pensive commissions and no gimmicks.

Whether you simply wish to establish a Portfolio of Quality Shares, Government Bonds, Listed Property, Managed Funds or Cash deposits we rebate all commissions and benefits, preferring to work on a Non Commission Fee Basis.

This means our advice is completely Independent of the Commissions paid by Product Providers etc.
In addition to rebating all Commissions any Volume Bonuses paid by Financial Product Providers to incentify business owners to use their Financial products are also rebated to clients and our Approved Product list is unrestricted.

Therefore our Financial Products Recommendations are based upon their appropriateness to your current
financial situation, investment objectives and particular needs, rather than their attractiveness to the Financial

Advisor or Business Owner's financial needs.

This is particularly relevant to Trustees of Self Managed Super Funds, Charitable Trusts, Discretionary Trusts,
and Deceased Estates, as they can Invest on their beneficiaries' behalf in the knowledge that there are absolutely
no conflicts of interest.

In association with our "in house" experts from Collins House Legal and Collins House Accountants, we are able to provide a comprehensive range of complimentary services for Trustees of Self Managed Super Funds, Charitable Trusts, Discretionary Trusts, and in particular Specialised Advice in Intergenerational Asset Transfers, Succession Planning for Small to Medium sized Businesses, Capital Gains Tax Planning, as well as Personal Estate Planning Advice and Asset Protection.

How else can we help you?

Taxation & Accounting Advice

Collins House Accountants assist you to navigate your way through the Taxation and Compliance maze.

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Estate Planning & Legal Advice

With over 20 years of commercial experience, Collins House Legal assists you to protect assets that matter.

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Superannuation Advice

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Independent Financial & Investment Advice

Collins House Private Wealth, Independent advice that could save you thousands every year.

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UK Pension Transfers

With our experienced UK pensions expert resident in Australia, the process is simple and inexpensive.

Read more >

Contact Us

If you would like to discuss obtaining Independent
Financial & Investment Advice, or any of our other
Professional Services, please feel free to contact us.

Call us
(03) 9629 6922

<span>Call us</span><br>(03) 9629 6922

Connect

<span>Connect</span>

Collins House

Collins House
Level 13
90 Collins Street
MELBOURNE VIC 3000

Privacy Policy

Services

Taxation & Accounting Advice

Estate Planning & Legal Advice

Retirement Planning Advice

Independent Financial & Investment Advice

UK Pension Transfers

Contact

T/ (03) 9629 6922

F/ (03) 9620 5131

Mailing Address:
PO BOX 16056
Collins Street West
Melbourne VIC 3007