Jacqui Ernstzen

Collaborate Financial Pty Ltd

Silver

19 Yrs Experience

Erina, NSW 2250

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At Collaborate Financial we are passionate about working with our clients to deliver strategies which enable them to achieve their wealth creation goals. We provide our clients with access to holistic financial advice that encompasses our core values of honesty, integrity, and trust.

I have been in the financial services industry for over 20 years, holding a Graduate Diploma in Financial Planning. I became a financial adviser with the objective of providing clients with honest and trusted advice tailored to suit their needs, objectives, and lifestyle.

Over the years I have gained varied knowledge in the Financial Services industry. I specialise in providing advice to clients in the areas of superannuation, investment planning, personal insurance, and retirement planning.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Complex Investments
Small Business Advice
Tax Strategies
Growing Assets

5.00 November 2024

I have a very positive experience with Collaborate and couldn’t be more satisfied. Jacqui's expertise in financial planning and investment strategies was evident from our first meeting. She took the time to understand my goals and provided personalized advice that was both clear and actionable. Her communication was prompt and thorough making complex topics easy to grasp. My portfolio value has immensely grown. Highly recommended!

5.00 September 2024

I am so glad thhat Jacqui cam inot our shere and we whhere lucky enought o have her recommended to us

Could not be happier with the growth and results of her adice

5.00 September 2024

Jacqui is extremely efficient in her communication style. She returns calls and messages within the hour and follows up on all documentation sent. Every piece of advice Jacqui has prepared for me has been emailed immediately after our calls and I am very happy with the return from my investments in the past 12 months. I would not hesitate to recommend Jacqui to anyone looking to improve their financial security and portfolio and she is just such a pleasure to do business with!

5.00 September 2024

Jacqui is a pleasure to deal with and has been very helpful in ensuring I meet my needs with insurance(s) and investment strategies to grow my SMSF. I highly recommend her.

5.00 August 2024

Jacqui is second to none, trust that you’ll be in great hands. Jacqui’s authenticity and genuineness was exactly what I looking for, on top of the great financial advice.