James Collie

At Collie Wealth Management (CWM), we understand that financial advice is about more than just numbers — it’s about building trust, clarity, and long-term confidence in your future. Based in regional Western Victoria, we’re proud to support individuals, families, and small businesses with straightforward, personalised advice that helps them make smart financial decisions at every stage of life.

Our mission is to simplify the complex. Whether you're planning for retirement, growing your investments, protecting your family with insurance, or navigating superannuation, we’ll walk the journey with you — no jargon, no surprises, just genuine guidance.

We value long-term relationships built on transparency, empathy, and results. As your trusted adviser, I take the time to truly understand what matters to you, so we can shape strategies that reflect your goals and values.

At CWM, we combine professional expertise with a down-to-earth approach, ensuring that every client feels informed, empowered, and in control of their financial direction.

Let’s build your financial future together — with clarity, confidence, and care.