Collins SBA

NICK DAVEY For those uncertain about consulting a Financial Advisor - don't hesitate to contact the Collins SBA Team of Financial Advisors. Our previous Collins SBA Advisor (Patrick) got the initial ball rolling, setting up our plan, and we moved over to Nick Davey upon Patrick's advancement within the Company. Nick made himself known, gave us his background history and then we got straight into business. We had written down several questions - most being answered as we discussed various topics. Nick was very easy to deal with. He was very clear & concise & with his quiet & sincere manner - we went away feeling very confident of being in good hands. Not only has he been doing what we discussed - but he promptly sent out a follow up email and his Staff sent out a follow up email re: Our Recent Progress Meeting. Through Nick & the Staff at Collins SBA - we feel we are indeed in good hands. Bill & Cathy Ling

Over the last 10 years, the amazing warm and friendly team at Collins SBA, has been an essential part of both my business and personal life. My family has benefitted from outstanding advice and support; home loan, business financing, life insurance, income protection insurance and accounting services. Most recently, Dave Woolford has been a vital help to my complex income protection claims. I am grateful and fortunate to have you in my corner. Thank you!

SHANE HILL - we have a lot to THANK YOU FOR! After many years as our Accountant & now working within the Collins SBA Team - you have helped us immensely - by organising the right people to assist us with a new Superfund Set Up, Property Transfer, Estate Planning & the move towards Succession Planning. We appreciate that you always listen to our needs & always give back good sound advice! We can tell how much you are invested in your job! It shows! You have always been very approachable & we have always felt very confident under your guidance and we are extremely happy how we we have been guided so far on this journey! Both Bill & my self would thoroughly recommend Shane Hill to future clients. Cathy & Bill Ling

Collins SBA advisor recommended income protection and health events insurance for me and I was reluctant initially but went ahead. Taking his advice proved to be very wise - only a couple of years later I was diagnosed with an aggressive cancer at only 35 years old. The insurance the advisor had put in place for me was priceless - it enabled me to focus on recovering and my young family. I highly recommend Collins SBA and getting professional advice.

Helpful, professional and diligent. I find everyone at Collins SBA to be positive, polite and attentive. My company's affairs are in good hands. Bruno Palermo presents relevant information in a clear and useful way and is always responsive to requests for advice or assistance.

SBA and the team have done an absolutely brilliant job setting up our Self Managed Super Fund SMSF. They offered great advise, were totally professional in all dealings and listened to our needs and expectations. I would have no hesitatuon in recommending Patrick, Bruno and the Rest of the SBA Collins team for financial advise and implementation We will certainly be using them on an ongoing basis

Collins SBA’s approach has been thoughtful, insightful and considered. Managing my investments with David has built my confidence that the path I’m taking will mean a secure future for my family. And it feels really good to be able to say that and genuinely believe it.