James Menezies

Wealth Collective Financial Advice

Silver
16 Yrs Experience
Dunsborough, WA 6281

Wealth Collective Financial Advice was founded in 2019 with one end in mind - financial advice done differently.

No BS. No product pushing. No hard sell.

Our process is simple.

We help you get crystal clear on your goals, look at where you are now, where you want to be and what's stopped you getting there.

We then research and model your options and create a detailed road map that balances financial structure, money success and lifestyle.

Our clients have more confidence, clarity and peace of mind, because the strategies we help them implement get results fast.

James holds a Bachelor of Economics (majoring in Corporate Finance, Investment Finance, Money & Banking, International Business Economics), an Advanced Diploma in Financial Services (Financial Planning), as well as specialist qualifications in Self-Managed Superannuation Funds (SMSF).

He is a member with the Association of Financial Advisers and Tax Practitioners Board.

He is also a Platinum adviser on independent ratings website Adviser Ratings, with an average Customer Rating of 99%.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 57
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Bachelor of Economics
  • Language spoken
    • English

Wealth Collective Financial Advice

Unit 6, 20 Faure Ln
Dunsborough, WA 6281

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Affinia Financial Advisers Ltd

AFSL 237857