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Financial Planning

Plan for your future and achieve your financial goals.

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We are proud to partner with Collective Financial Partners (CFP) to provide our members professional financial advice and services.

Collective Financial Partners is a Hunter-based financial advice business managed by a team with over 80 years combined experience in financial services.

Its advice covers a broad spectrum of financial planning services from a team of accountants, financial planners, tax advisors and business strategists whose aim is to help you achieve financial success.

How can a Financial Planner help you?

Financial planning involves developing a strategy specifically for you to help you reach your financial goals, no matter your age.

A Collective Financial Partners financial planner can help you:

  • Define your financial and lifestyle goals
  • Understand your current financial situation, including personal commitments
  • Identify opportunities based on your situation
  • Create a strategic financial plan with written, measurable outcomes
  • Stay focused with ongoing progress reviews

Key areas a Collective Financial Partners financial planner may focus on:

  • Making the most of your superannuation
  • Tax-efficient management of your money
  • Investment selection based on your risk profile
  • Structuring your finances strategically - particularly following redundancy or receiving an inheritance
  • Making the most of your Centrelink benefits
  • Advising on appropriate personal insurance cover to protect you and your family
  • Planning your transition to retirement
  • Estate planning
  • Providing aged care advice for you or a loved one

 

As a valued member of The Mutual Bank, you are entitled to a complimentary and obligation-free initial appointment with Collective Financial Partners.

Enquire now to make an appointment.

We're ready to help you

Important Information

Financial Planning advice is provided by Collective Financial Advice Pty Ltd | Corporate Authorised Representative No. 1286336 | Alliance Wealth Pty Ltd | ABN 93 161 647 007 AFSL 449221 | www.centrepointalliance.com.au/AW  
This website contains general advice only and doesn't take into account what you currently have, want, and need for your personal circumstances. The Mutual Bank does not accept liability or responsibility for any act or omission or advice provided by Collective Financial Advice Pty Ltd or its Authorised Representatives.

    

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Any advice or information on this site does not take into account your personal objectives, financial situation, or needs and you should consider whether it is appropriate for you. Please review our Product Disclosure Statement, Target Market Determinations, Terms and Conditions, Financial Services Guide, and Credit Guide before deciding to acquire a product.

Information is current as at date of appearance and is subject to change. Eligibility and lending criteria, conditions, fees, and charges apply to all loans. Interest rates, fees, and charges may change without notice. Maitland Mutual Limited trading as The Mutual Bank ABN 94 087 651 983 AFSL/Australian credit licence 238139.

The Mutual Bank acknowledges the Traditional Custodians of Country across Australia and recognises their continuing connection to lands, waters and communities. We pay our respects to Aboriginal and Torres Strait Islander cultures and to Elders past and present.