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Collaborative Consulting Ltd

PwC Tower 15 Customs Street West, Auckland CBD, Auckland

(33)
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‘21 Certificate of Excellence, 2021

About

Collaborative Consulting is a private wealth and estate planning specialist. We are 100% independent, we don't accept commissions and meet the highest global fiduciary standards. We're in the business of helping clients make work optional and do this providing "evidence based advice", not sales rhetoric.

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7 hires on Bark

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Reviews (33)

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4.5/5

33 customer reviews

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19 March 2024

Good place for offices

Reviewed on Google Maps

28 February 2024

Lovely, beautiful building, but so challenging to locate and get access to the lifts! Very clean throughout the building as well. Amazing views!

Reviewed on Google Maps

19 January 2024

Nice scenic view from HPE Office

Reviewed on Google Maps

12 January 2024

Reviewed on Google Maps

1 January 2024

Nice wedding there customer service is excellent

Reviewed on Google Maps

18 December 2023

Reviewed on Google Maps

11 December 2023

Reviewed on Google Maps

30 November 2023

Convenient location to public transport options and public parking. Modern and efficient office building with smart elevator system. Note that the main elevator access is from the lobby after going up two flight of escalators. More...

Reviewed on Google Maps

25 November 2023

Reviewed on Google Maps

11 November 2023

Reviewed on Google Maps

5 October 2023

Excellent office space connected to Commercial Bay. Well maintained and grand.

Reviewed on Google Maps

4 September 2023

Reviewed on Google Maps

4 September 2023

Came for work but lots of shops and eateries in the building or nearby.

Reviewed on Google Maps

4 September 2023

Reviewed on Google Maps

4 September 2023

Lovely central building within walking distance to the waterfront. Good place for meetings too.

Reviewed on Google Maps

4 August 2023

Wow

Reviewed on Google Maps

4 July 2023

Reviewed on Google Maps

4 July 2023

Level 7 Spectra Cafe was great ambience. Coffee was good.

Reviewed on Google Maps

4 July 2023

Amazing views and level 17 spaces are quiet comfortable and staff are very friendly and accommodating. If you need a space for networking, workshops this the place to be.

Reviewed on Google Maps

4 April 2023

Great interior

Reviewed on Google Maps

4 April 2023

Reviewed on Google Maps

4 February 2023

Awesome building and facilities, are in this tower, besides it having great views from glazings all around. A very pleasant and clean environment exists here. I love it.

Reviewed on Google Maps

4 December 2022

Untidy

Reviewed on Google Maps

4 October 2022

Reviewed on Google Maps

4 October 2022

Reviewed on Google Maps

4 October 2022

Very nice and fancy building overall, but at times lacks practical-ness, like the room we were in had nice fancy twisting doors, but didn't seal properly meaning outside noise easily filtered in and the elevator system is trying to be unnecessarily fancy.

Reviewed on Google Maps

4 October 2022

10 out of 10 when I attended NZGBC facility, food and building.

Reviewed on Google Maps

4 October 2022

Reviewed on Google Maps

4 October 2022

Reviewed on Google Maps

4 October 2022

Reviewed on Google Maps

verified
28 September 2021

Financial Advisors

John is an amazing, selfless advisor. He focussed on my interests and goals, despite how small-fry I am in the scheme of things. Definitely recommend.

verified
13 July 2021

Financial Advisors

John was great to deal with and explained what we wanted to know

11 February 2021

I am not someone who understands the investment world.but I knew it was important to get the best result as I am heading for retirement age. John is easy to talk to. He was happy to share his 30 years of experience to help me find a solution that fitted my needs. It is the first time I have felt confident about this area of my life and am happy to reccomend talking to John More...

Q&As

I provide certainty for my clients and take away fear. Replacing this with options in life, so they can get on with what's really important; family, travel, friendships, fun.

My clients are positioned so that work is optional.

I walked away from my previous position, where I was earning a million dollars a year. I was incredibly unhappy with the governance of that business and knew I could do better for clients.

I set up Collaborative Consulting to provide genuine value for clients. Putting their needs first before mine. That is what a fiduciary is entrusted to do and how I run my business.

I have three decades of business and financial advice experience as a practicing Certified Financial Planner. Rather than sell products for institutions, I work for my clients in a fiduciary role to position them for the best possible outcome.

After 30 years in business, I have many professional contacts to assist my clients, where I can't.

We are available in person and on zoom for video calls.

Our clients health and safety is important to us. We take all precautions necessary to ensure a safe environment.

Services

We work with academics here in New Zealand and around the world to provide "evidence based" investment solutions for our clients.

Whether it be advice for succession in business, farming, property or a relationship breakup. Clients looking to transition their wealth into liquid assets while earning an appropriate rate of return, we can help.

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