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About Collective Financial Partners Boolaroo
We are accountants, financial planners, tax advisors and business strategists whose aim is to help you achieve financial success. Our advisory services are an extremely valuable part of what we do, giving you guidance to effectively manage your finances, develop an effective tax strategy or increase your future profits. Created in 2021, Collective Financial Partners is the result of the combination of two successful businesses – Bridges Lake Macquarie and WP Partners – to become a united independent brand. Collective Financial Partners will offer you more options, additional expertise, and further benefits, as well as the same financial specialists that you’ve become so familiar with. With offices based in Boolaroo and Thornton, we aspire to provide a range of services and quality experience that is in line with your unique financial needs and reflects the communities we operate within.
Services
Accounting
Business Advisory
Individuals & Businesses Wealth Management
Lending, Insurance & Financial Advice
Investment Services
Superannuation Advice
Estate Planning
Asset Protection
Family Business Services
Planning Succession
Comprehensive Business Valuation Services
Cashflow & Tax Perspective
Retirement Planning Advice
Aged Care Financial Planning
Portfolio Administration
Personal Taxation
Business Taxation
Audit Services
Virtual CFO Services
Loans & Lending Services
Home Loans
Business Loans
Commercial Loans
Equipment Finance
Self-Managed Super Fund Loans
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Amenities
Ways to Pay
Cash
EFT
Eftpos
Mastercard
Visa
Licences
Registered Tax Agents
Corporate Authorised Representative No. 1286336
Frequently Asked Questions
What services does Collective Financial Partners in Boolaroo offer?
Collective Financial Partners is a financial planning and advice firm located in Boolaroo, NSW, Australia. They offer a range of financial services including wealth management, accounting, business advisory and loans and lending services.
How can I get in touch with Collective Financial Partners in Boolaroo?
Collective Financial Partners in Boolaroo can be contacted through various means. They have a physical office located at 34 Main Road, Boolaroo NSW 2284. You can also reach them via phone at 02 4050 0900 or email at hello@collectivefp.com.au. Additionally, you can visit their website at https://collectivefp.com.au/ to learn more about their services and to submit an online enquiry.
Collective Financial Partners Boolaroo