Vetted partner practice
Collaborative Consulting
Financial planning built on spreading wealth across asset classes to match your risk tolerance.
Collaborative Consulting is an Auckland financial planning practice working with households whose money has stopped fitting in one place: investments, retirement savings and an estate that needs a plan behind it.
What they do
The advice Collaborative Consulting covers
Diversification
Spreading investments across asset classes so one bad year in one market is not the whole story.
Retirement planning
Measuring what you have against what you will need, and closing the gap deliberately.
Legacy planning
Wills, trusts and estate structure, so what you have built passes on the way you intended.
Ongoing reviews
Regular check-ins that adjust the plan as your circumstances and the market move.
Why clients pick them
What sets this practice apart
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A plan for your situation
Advisers work from your circumstances and objectives rather than a standard allocation.
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The whole picture
Investments, retirement and estate planning are handled together, because decisions in one move the others.
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Continuing support
The relationship carries on past the plan being written.
How the intro works
Free, and yours to walk away from
- 1
Tell us what you need
Two minutes: what you want sorted, your region, and a line about your situation.
- 2
Collaborative Consulting gets in touch
A free intro chat, no obligation and no fee for the introduction.
- 3
You decide from there
If it isn't a fit, tell them or tell us, and that's the end of it.
Collaborative Consulting is a licensed New Zealand practice. SortMe makes the introduction and never charges you for it. The regulated financial advice comes from the practice, not from SortMe, and nobody sees your SortMe data unless you choose to share it.
The network
