The Investment Collective

About

We pride ourselves on providing individualised financial services to make sure that our clients money is working the best it can for them to reach their financial objectives.

Story

The Investment Collective is a financial services company offering business and personal financial and investment advice.

We have a simple ethos, to make the complicated world of finance accessible and easy to understand. We know how easy it is to get lost in what a financial services company has to offer, so it’s our mission to take the confusion out of financial planning.

We view each and every customer as that of a true partnership, as it is this kind of relationship that will help you achieve your desired lifestyle.
Unlike many financial planning services who receive commissions from product providers, we believe in full transparency.

We were one of the first financial services companies to offer a fee for service model, whereby clients pay an agreed fee to our advisers directly. So we are not obligated to recommend any financial services or products unless they truly suit your needs.

Impressum

The Investment Collective is a division of CIPL (Holding) Limited (ABN 97 603 442 959) with financial services provided under CIP Licensing Limited (ABN 63 603 558 658) - Australian Financial Services Licence No. 471728.