Colledges Wealth

Established as a strategic partnership between Colledges Accountants and Arrow Wealth Management, specialising in wealth and investment advice and solutions. We offer objective, tailored, strategic and investment advice and management, all highly personalised to your given situation.

Having expanded our own firm over the years, we understand the challenges business owners face in planning for the future. We proactively review our clients position to ensure we take advantage of any opportunities to improve their financial positions and, ultimately, their lifestyles.

With an ever-changing economy, it is essential for businesses to maintain profits, secure investments and grow financially in order to thrive over the long-term. We get to know and understand your business, providing strategic advice that can help ensure your financial security.

Colledges Wealth services include:

  • Highly specialised, comprehensive strategic and financial advice
  • Maximise investment returns within an acceptable level of risk
  • Examine appropriate structures to minimise the impact of taxation
  • Develop an affordable and focussed savings strategy
  • Plan for sufficient savings and income for retirement
  • Understand Self Managed Superannuation Funds
  • Estate management and succession planning.