Collaborative Consulting Limited logo — Providing less risk, more control and greater certainty for...

Collaborative Consulting Limited

Providing less risk, more control and greater certainty for our clients

Founded 2014 New Zealand New Zealand 1 employees Financial Services, Wealth Management

General Information

Company Name Collaborative Consulting Limited
Founded Year 2014
Location New Zealand New Zealand +1
Employees 1
Industries Financial Services, Wealth Management
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About Collaborative Consulting Limited

Collaborative Consulting Limited is a financial advisory company founded in 2014 with a mission to provide "less risk, more control and greater certainty" for its clients. The company, based in New Zealand, aims to educate people on effective wealth building strategies. Led by founder John Milner, who brings over 30 years of experience in financial services and a track record of success in building and exiting businesses, the team is committed to offering evidence-based financial advice and establishing long-term client relationships.

Collaborative Consulting has a strong focus on helping clients reduce risk and grow their wealth through smart and cost-effective investment strategies. The founder's substantial experience and financial independence lend credibility to the company's approach. Notably, the team places emphasis on building trust and becoming trusted advisors in an industry often challenged by commission-driven advice.

With a dedication to providing quality financial planning services, the company holds a high level of accreditation, with qualifications in Financial Planning, a Graduate Diploma, a CFP designation, and accreditation as a financial fiduciary. At a time when sound financial guidance is essential, Collaborative Consulting positions itself as a reliable partner in securing individuals' financial future.

For those seeking to fortify their financial outlook, Collaborative Consulting offers a compelling proposition with its evidence-based approach and a focus on long-term client partnerships. To explore how Collaborative Consulting can contribute to a secure financial future, visit www.cclonline.co.nz.

Taxonomy: Financial Advisory, Investments, Wealth Management, Estate Planning, Business Strategy, High Net-Worth Clients, Bespoke Financial Planning, Proven-and-Tested Financial Planning Methods, Financial Independence, Expert Financial Advice, Long-term Relationships with Clients, Trusted Advisors, Accredited Financial Fiduciary, Goal-Driven Financial Plans

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FAQ About Collaborative Consulting Limited

Providing less risk, more control and greater certainty for our clients
Collaborative Consulting Limited was founded in 2014.
Collaborative Consulting Limited is headquartered in New Zealand.
Collaborative Consulting Limited operates in the following industries: Financial Services, Wealth Management.
Collaborative Consulting Limited has approximately 1 employees.
Top alternatives and competitors to Collaborative Consulting Limited include Alpha Wealth, Curated Wealth Partners, Running Point, Wealth First Advisors Pvt. Ltd., Periscope Wealth Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Collaborative Consulting Limited and Alpha Wealth are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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