James Menezies

Wealth Collective Financial Advice

4.94

57 Reviews

Platinum

18 Yrs Experience

Dunsborough, WA 6281

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Wealth Collective Financial Advice was founded in 2019 with one end in mind - financial advice done differently.

No BS. No product pushing. No hard sell.

Our process is simple.

We help you get crystal clear on your goals, look at where you are now, where you want to be and what's stopped you getting there.

We then research and model your options and create a detailed road map that balances financial structure, money success and lifestyle.

Our clients have more confidence, clarity and peace of mind, because the strategies we help them implement get results fast.

James holds a Bachelor of Economics (majoring in Corporate Finance, Investment Finance, Money & Banking, International Business Economics), an Advanced Diploma in Financial Services (Financial Planning), as well as specialist qualifications in Self-Managed Superannuation Funds (SMSF).

He is a member with the Association of Financial Advisers and Tax Practitioners Board.

He is also a Platinum adviser on independent ratings website Adviser Ratings, with an average Customer Rating of 99%.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Property Investment
Cashflow & Income
Socially Responsible
Small Business Advice
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

4.50 March 2020

I think everything is already been explained in the review comment..I can say he’s approachable and give answers to every questions we asked..I can say he’s one of the best financial adviser that anyone can have.

4.75 March 2020

in my candid opinion james is very much aware of his objectives as far as this business is concern and will not relent in recommending him to others for his expert advice.

5.00 February 2020

James has given me advice in areas including insurances and wills. James was always able to clearly explain things. I feel that James is very knowledgeable and I feel confident that he gave the right advice for my needs. I always receive James's full care and attention when I need it

5.00 January 2020

James's advice and expertise were invaluable to my partner and I when it came to setting up our superannuation and insurances. James is very easy to understand, approachable and friendly. He really listened to what we needed and went out of his way to help us find the best solutions for us.

5.00 January 2020

James was very knowledgeable and explained issues and products very well. He gave us advice on super funds and personal insurance and helped us to restructure what we had, which ended up with us having better cover at half the amount we had been paying. I only we wish we had spoken to him sooner.

Adviser status Platinum
Rating 4.94
Number of reviews 57
First year providing advice 2006
Years of experience 18
Highest qualification
- Bachelor of Economics
Language spoken
- English

Wealth Collective Financial Advice

Unit 6, 20 Faure Ln
Dunsborough, WA 6281

8:00am – 6:00pm Monday – Friday

Wealth Collective Adviser Services Pty Ltd

AFSL 538833

James Menezies

Wealth Collective Financial Advice

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