About us
Who we help
Services
- Financial advice
- Mortgage and lending
Insights
Contact
Start wealth strategy

About us
Who we help
Services
- Financial advice
- Mortgage and lending
Insights
Contact
Start wealth strategy

Strategise your finances so you can thrive

We help you define a clear direction for your finances, empowering informed choices and greater control over your financial future.

Get started

By sharing a few details about yourself, we can ensure your first conversation with our team is focused and productive from the outset. If you have any concerns or want to speak with us straight away, please contact us.

"*" indicates required fields

Company

This field is for validation purposes and should be left unchanged.

First name*

Last name*

Phone*

Email*

Privacy*

I agree to the privacy policy.

We're a relationship business that is built on referrals from others for the good work that we do. There's a good chance we already know a family member, colleague, or friend of yours.

This is why we take your privacy and the security of your financial information very seriously. So, before we go any further, we'll need you to confirm you understand and accept our Privacy Policy.

Age

Do you have a partner?*

Yes

Are you comfortable with us sharing and discussing your own personal financial details with your partner?

Yes

Tick this box to agree and consent to us sharing and discussing your personal financial details with your partner.

Partner's first name*

Partner's last name*

Partner's age

Partner's phone number

Partner's email

What best describes what you’d like help with?

Clarifying financial direction

Lifestyle and cashflow planning

Long-term financial strategy

Other

If other, please specify.

Do you currently own your primary residence?

Yes, fully paid off

Yes, with a mortgage

No, planning to buy within 5 years

What is your total household income?

Finally, how did you hear about us?

Google

Referred by a family member

Referred by a friend or colleague

Referred by an accountant/other professional

Social media

Other

Who referred you?

Recommendations from friends and colleagues are important to our business. Please let us know who referred you so we may pass on our thanks.

Who referred you?

In addition to allowing us to pass on our thanks, by reaching out to your professional adviser we can work together to ensure you get the best possible advice.

May we contact your professional adviser?

Yes, I give you permission to contact the professional adviser to request information about my situation.

Who referred you?

Recommendations from family are important to our business. Please let us know who referred you so we may pass on our thanks.

Relation to you

Collins Financial Group Pty Ltd
ABN 52 101 436 202
Authorised Representative No. 244288
Roscommon House, Ground Floor
44 Benson Street
Toowong, QLD, 4066
Lvl 15, Corporate Centre One
2 Corporate Ct
Bundall, QLD, 4217

Matrix Planning Solutions Limited
ABN 45 087 470 200
AFSL 244269
Level 8, 309-315 George Street
Sydney, NSW, 2000

Start your wealth strategy

Wealth Portal
Contact us

Website disclosure information
Careers

Collins Financial Group Pty Ltd (ABN 52 101 436 202) is a Corporate Authorised Representative of Matrix Planning Solutions Limited AFSL No. 238256 ABN 45 087 470 200.

This website is for informational purposes only and is not intended to provide commercial, financial, investment, accounting, tax, credit, or legal advice. It is provided to you for your own personal use. It is not for purposes of resale, distribution or public display or any other use by you in any form or manner whatsoever. The information provided is of a general nature only and has not taken into account your specific objectives, needs and financial situation. The information may not be appropriate to your individual needs and you should seek advice from your financial adviser before making any financial decisions.