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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.
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.
4.96/5.00
based on 377 reviews
I cannot recommend Maria highly enough! We are currently engaged in a 12-month financial coaching program with her, and it has been transformative. From the start, she took the time to understand our unique financial situation and provided tailored strategies to improve our cash flow as we launched our new business. What truly sets Maria apart is her ability to offer insights into our psychological relationship with money. She goes beyond the numbers, training us to think for ourselves and probing deeper than surface-level finances. This approach has empowered us to make informed decisions and develop a healthier mindset around money. Maria’s financial plan for us is allowing us to pay off our mortgage much faster while simultaneously save for our other personal goals. Before working with her, we felt we had no extra money to allocate toward our aspirations. Now, it’s a refreshing shift to think, “Where are we going to put this extra cash?” Maria’s charisma makes every session enjoyable. She combines professionalism with an approachable demeanor, making it easy for us to ask questions and engage in meaningful discussions. We are so grateful to have her on our team!
02 Nov 2024
Courtney has helped me so much with finances, from helping me understand tax for my business, to investments and mortgages. She was always happy to answer any question I had and would reply super speedy with in-depth answers. I am incredibly grateful to her for not only just helping me but enabling me to understand more of the processes and the world of money. She is a pleasure to work with and I would recommend her to anyone looking to increase knowledge on finance, needing advice, help with mortgage, insurance, and all things money!
28 May 2024
Courtney has been fantastic to deal with. She was clear with the mortgage process and worked hard to help make it possible. She also helped me with my insurances which was a bonus to get that all sorted!
28 May 2024
