The Investment Collective

2660
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The Investment Collective
Categories:
Financial AdviceInvestment ConsultantInvestment Management
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  • Details
  • What We Do

About Us

The Investment Collective is a financial services company with our own Australian Financial Services Licence (AFSL), 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.

With over 20 years in business, we now have 40 staff in Rockhampton, Melbourne, Gladstone and Sydney.

The Investment Collective offer a range of services including; financial planning, portfolio administration, bookkeeping and business consulting.

Our clients enjoy the benefits of our fee for service model, in-house Portfolio Administration System (PAS), internal Investment Committee and curated Approved Product List.

We also manage our own investment fund, the AnalyTICa Property Plus Fund (ATPF), as well as provide administration and compliance services through our AFSL to external managed funds and authorised representatives

Contact us

Email
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Phone
0414 443 236