Overview

To achieve your financial goals, you need a plan. At Bishop Collins we have a dedicated wealth management service that can provide the guidance you need. Whether you are just starting to develop your goals, or have been working with a financial plan for years, we can assist you with sound professional advice based on knowledge, experience and results.

As authorised financial planners, we provide financial advice with access to the latest information. All of this helps us to deliver the best possible results for you. Our business is based on providing strategic financial planning services and investment advice for a fee. As a fee for service business, we provide professional advice that you can trust. We do not take commissions from any providers of financial products. Fees are agreed up front and are based on the time, expertise and value added to your affairs. As we do not promote or receive any payment from financial product providers, your interests are always placed first and protected.

Honesty, integrity and trust are important in any business relationship. These values are the cornerstone of Bishop Collins Wealth Management and its people. We stand by the quality and professionalism of the services that we provide to our clients.

 

I have been associated with Rebecca Ryan and her Superannuation/Financial Services team at Bishop Collins for many years now. There at Bishop Collins, a group of first rate people deliver quality services in a professional, practical and pleasant manner. I look forward to the continuation of this association.

Ian Sheriff – Principal, Sheriff Lawyers

 

Super

Superannuation remains one of the best structures to accumulate wealth and save for your retirement. Many people want to manage their own superannuation, understand their retirement objectives and work towards achieving these. Self-Managed Superannuation Funds (SMSF) are different to other super funds because they are run by you, the trustees. Benefits include:

  • Investment choice
  • Ability to own real property including your business premises
  • Flexibility
  • Consolidate super assets (allows up to 4 members in a single fund)
  • Cost-effective as balances grow

 

I have been using Bishop Collins for many years and their expertise and professional knowledge in the area of SMSF has helped me develop excellent investment and tax strategies to secure my financial independence in retirement.

David H. Cox OL OBE

 

Primestock Securities Limited

Bishop Collins has a diverse team of experts to accommodate your financial needs and goals. We have developed an experienced financial services team, Bishop Collins Wealth Management, and partnered with a specialist firm in financial services, Primestock Securities Limited “Prime” (Australian Financial Services Licence 239180). We chose to partner with Prime because:

  • Prime’s financial service offering completely integrates with our tax and accounting service
  • The depth of experience within their team, which is national
  • Prime’s philosophy on investing, which underpins a successful approach to direct investing, centres on providing flexibility with greater control

Click here to learn more about our work with Prime.

 

Risk

A vital element of achieving your financial goals is to consider all of the factors that could prevent you and your family from enjoying the wealth that you have worked to build. At Bishop Collins we have a dedicated risk service that can provide the guidance you need. Our business is based on providing risk analysis, protection and funding advice for a fee.

At times it may be in a client’s best interest for us to be paid a commission instead and we will only do so on our client’s instructions. As a fee for service business, we provide professional advice that you can trust.

Please note that we are a fee for service firm and do not take commissions.

Financial Planning

  • Strategic Financial Planning Advice
  • Holistic Planning
  • Insurance, Wills & Estate Planning
  • Self-Managed Superannuation
  • General Investment Advice

Risk Services

  • Business Succession Planning Advice
  • Key-Person Asset & Revenue Protection
  • Personal Protection Insurance
  • Life & TPD Insurance
  • Trauma Insurance
  • Income Protection