Collective Financial Partners

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Collective Financial Partners When you need a trusted advisor to help grow and secure your wealth, you can count on Collective Financial Partners.
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Meet David Leslie (Dave), Senior Financial Planner - the guy who is renowned for simplifying the jargon and helping his ...
20/10/2026

Meet David Leslie (Dave), Senior Financial Planner - the guy who is renowned for simplifying the jargon and helping his clients truly understand their finances.

Give him a complex financial structure and he'll work his magic to navigate it with ease and provide strategic advice along the way.

He's also a wizz at demistifying private wealth structures, superannuation and retirement income streams in an ever-changing landcape. But most importantly, he genuinley cares about the people he works with and shows a deep sense of empathy toward clients who's live's have changed through death of a partner or relationship breakdowns. If there's someone that you want in your corner whilst your navigating mountains of paperwork and legal red tape, it's David.

Connect with him at https://collectivefp.com.au/team/david-leslie/

Is your accountant genuinely engaged with your business goals? 💡Newcastle Caravan Repairs made the switch to Collective ...
14/10/2026

Is your accountant genuinely engaged with your business goals? 💡

Newcastle Caravan Repairs made the switch to Collective Financial Partners when they needed a team that understood their industry and shared their values.

We helped them turn things around with aligned values, a strategic growth focus, and proactive partnership.

Read the full story 👇

🌐 https://collectivefp.com.au/case-study/newcastle-caravan-repairs/

The right loan could save you thousands in interest every year 💰Whether you're looking for a home loan, refinancing, or ...
06/10/2026

The right loan could save you thousands in interest every year 💰

Whether you're looking for a home loan, refinancing, or commercial, car and equipment finance, our lending specialists compare over 60 loan providers to secure the best fit for your goals.

Unlike banks, our team operates under a strict Best Interest Duty, meaning your needs - not the lender's - are prioritised every step of the way.

Plus, because lending is integrated directly into our wealth and business advice, every decision works in harmony with your broader financial plan ✅

Ready to see how much you could save? Get in touch with our team today 👇

🔗 https://collectivefp.com.au/contact/

Ever wondered if you need an accountant or a business adviser? 💡Here’s the short answer:🔹 Accountant: focuses on history...
02/10/2026

Ever wondered if you need an accountant or a business adviser? 💡

Here’s the short answer:

🔹 Accountant: focuses on history and compliance - tax returns, financial statements and meeting official reporting obligations.
🔹 Business Adviser: focuses on the future and strategy - structure, cash flow management, risk and succession planning.

Because we offer both services under one roof, your compliance and strategic growth are always fully aligned.

23/09/2026

Fresh faces, same trusted advice 📸

A quick behind-the-scenes look at our recent team photoshoot!

If you're thinking of buying your first home or returning to the property market, this informative session will help you...
15/09/2026

If you're thinking of buying your first home or returning to the property market, this informative session will help you better understand the home buying journey and give you the opportunity to ask questions of local experts about:

🤔 Understanding your borrowing position
💲 Home loan pre-approval
🏠 House hunting and making an offer
📝 Contracts and settlement

Event Details:
Wednesday 16 September 2026
Hunter River Hotel, East Maitland

Doors open at 5.30pm
Light dinner and welcome drink provided
Speaker program from 6.30pm to 8.30pm

The event is free, but places are limited and bookings are essential. Register at https://shorturl.at/kyfYg

As your business grows, your setup needs to evolve to protect personal assets, optimise tax and prepare for the future.W...
14/09/2026

As your business grows, your setup needs to evolve to protect personal assets, optimise tax and prepare for the future.

We look at your business and personal finances as a connected whole, helping owners across the Hunter Region grow, transition and thrive.

Ready to focus on the big picture? Connect with our team today ⬇️

🔗 https://collectivefp.com.au/services/business-services/

When it comes to your financial security, shortcuts aren't an option.Our combined experience across accounting, planning...
10/09/2026

When it comes to your financial security, shortcuts aren't an option.

Our combined experience across accounting, planning and strategy means you always get clear, comprehensive support tailored to your exact needs.

We'd love to hear your experience with our team 👇

🌐 https://www.google.com/search?q=collective+financial+partners

Our goal is simple: to help you achieve long-term financial success and security 🔐Based in Newcastle and Thornton, our m...
02/09/2026

Our goal is simple: to help you achieve long-term financial success and security 🔐

Based in Newcastle and Thornton, our multidisciplinary team brings together accountants, financial planners, tax advisors and business strategists under one roof.

With over 175 years of combined experience, we pride ourselves on being trusted partners for busy professionals, medical specialists, small businesses and family enterprises.

New faces, same dedicated support 🤝We’re proud to introduce our newest team members: Bree Phillips: https://collectivefp...
25/08/2026

New faces, same dedicated support 🤝

We’re proud to introduce our newest team members:

Bree Phillips: https://collectivefp.com.au/team/bree-phillips/
Andrew Eastwood: https://collectivefp.com.au/team/andrew-eastwood/
Stacey Sutcliffe: https://collectivefp.com.au/team/stacey-sutcliffe/
Haylie Bernard: https://collectivefp.com.au/team/haylie-bernard/

With deep industry experience and a passion for smart, strategic planning, they’re ready to help you reach your long-term goals 📈

Address

Ground Floor, 418-422 Hunter Street
Newcastle, NSW
2300

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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