e are pleased to announce, we have formed a strategic partnership with a specialist wealth management firm, Primestock Securities Ltd AFSL No. 239180 (Prime) to offer a diverse range of wealth management services and solutions to cater to our client’s unique needs from simple to complex advice situations.
Bishop Collins Wealth Management is a Corporate Authorised Representative (No. 1242273) of Primestock Securities Ltd , and we will be integrating Prime’s wealth management advisory model into our business to offer our clients a ‘total financial experience’ across Accounting & Tax | Wealth Management & Asset Protection.
This exciting new partnership means we are able to support and guide our clients towards a truly successful financial future with Business Advice, Accounting, Wealth Management, Superannuation and Insurance, all from one place in a complete and seamless way.
We are also excited to introduce Bishop Collins Wealth Management’s adviser, Ben Travers. Ben is a highly regarded CFP qualified financial adviser with strong strategic thinking combined with a passion to truly helping client’s achieve their life goals and vision. Ben holds a Bachelor of Commerce, major in Accounting.
To Learn More about Ben, please click here to view a copy of Ben’s Adviser Profile.
With Ben and the rest of the Prime Team on our side, we are thrilled and excited to be able to offer a complete wealth management advisory service to our clients.
We are able to provide the following areas of service and advice:
A comprehensive investment strategic advice looking at the different investment options available to help grow wealth and to maximise on goals and retirement aspirations.
Advice and strategy on all areas of superannuation to best position for financial future success.
Strategic and structural advice to allow greater control over assets whether they are personal, family or business.
Appropriate and practical advice on planning for personal, family and business protection against unexpected situations and circumstances.
We would be very happy to help with any questions related to your wealth matters. Please chat with Rebecca Ryan on: 02 43532333 or email us: [email protected]