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 4.90
  • 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

4.90
57 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 57

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4.50

"I think everything is already been explained in the review comment..I can say he’s approachable and give answers to every questions we asked..I can say he’s one of the best financial adviser that anyone can have."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"in my candid opinion james is very much aware of his objectives as far as this business is concern and will not relent in recommending him to others for his expert advice."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James has given me advice in areas including insurances and wills. James was always able to clearly explain things. I feel that James is very knowledgeable and I feel confident that he gave the right advice for my needs. I always receive James's full care and attention when I need it"

  • Insurance Protection
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James's advice and expertise were invaluable to my partner and I when it came to setting up our superannuation and insurances. James is very easy to understand, approachable and friendly. He really listened to what we needed and went out of his way to help us find the best solutions for us."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James was very knowledgeable and explained issues and products very well. He gave us advice on super funds and personal insurance and helped us to restructure what we had, which ended up with us having better cover at half the amount we had been paying. I only we wish we had spoken to him sooner."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been extremely happy with the service received from James thus far. Everything was explained in detail, any confusion or issues I had, I sent James an email and it was rectified or adjusted efficiently. I would highly recommend his service."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"James gave me and my wife some useful superannuation information. He comes highly recommended. He is very attentive and will listen to all your needs and requirements"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James has given me advice in areas including loan products, self managed super funds and managing debt. James was able to explain things to me in a clear way. Through James's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received James's full care and attention when I needed it."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Great service and advice based on my families individual situation. Easy to understand. I have implemented all advice prepared by James which will save me hundreds of thousands of dollars and gives me the confidence that my family and assets are safe and that I will have the support needed to make a personal insurance claim if necessary. I have already referred many of my friends to James. Thanks James"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"James gave me advice on how to best update my Super funds and Insurances this has taken my accounts out of the dark ages and into the best managed funds that suit my needs today. He was there to support and talk me through the whole process, I would recommend his services to anyone."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 57

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2007

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
The University of Western Australia (UWA)
Completed
2005

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012
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