insights

  • Insights

    Adviser of the Year!

    collective_admin, 20 Oct 2021

    Our Principal, Aaron Steer, wins Adviser of the Year at the recent FPW Awards event!

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  • Insights

    At times, not reacting is the best reaction of all

    collective_admin, 10 Aug 2021

    Making a recommendation to make 'no changes' to your portfolio can be incredibly valuable advice indeed.

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  • Insights

    Why a Power of Attorney is an important piece of every financial plan

    collective_admin, 27 Sep 2021

    We all know that holding an up to date Will is important to make sure our wishes are carried out after we are gone, but what about our wishes while we are still alive? Establishing a valid Power of Attorney is a vital step in the estate planning process.

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  • Insights

    New Office Locations – Toowong and Ipswich

    collective_admin, 18 Jul 2021

    We are pleased to announce our new locations at Toowong and Ipswich, designed specifically with our client's needs in mind and to make meeting with your adviser even easier!

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  • Insights

    More Contributions, More Choice!

    collective_admin, 08 Jul 2021

    More contributions and more choice are coming to superannuation from 1 July this year following a series of legislative changes. We've broken down the main points for you here!

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  • Insights

    May 2021 Market Review

    collective_admin, 23 Jun 2021

    Collective Wealth Advisers partner with Innova Asset Management to provide you with our Market Review reports.

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  • Insights

    2021/22 Federal Budget Analysis

    admin, 11 May 2021

    This year’s Federal Budget covers a range of measures including superannuation, tax and support for home buyers. We’ve summarised the key initiatives, outcomes and potential opportunities from the 2021 Budget for you.

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