A Collective of Experts, United by Purpose.

The Private Wealth Collective emerged from a shared vision among a team of highly experienced wealth advisers to transform the landscape of personalised financial services. Our purpose is to empower clients with individualised strategies that not only secure financial independence but also cultivate enduring legacies.

Our Commitment to You

We believe that managing wealth is about more than just numbers; it's about understanding your aspirations and values. Our ethos is built on transparency, expertise, and fostering enduring partnerships, ensuring that every financial strategy is as unique as the individuals we work alongside.

  • We operate with the highest ethical standards, ensuring that every decision and recommendation is made in your best interest. Transparency, honesty, and confidentiality are at the core of our approach, giving you the confidence that your financial future is in safe hands.

  • We are committed to delivering exceptional financial strategies and wealth management services. With a dedication to continuous improvement, we stay ahead of industry trends, ensuring that your financial plan is informed by the latest insights, best practices, and market opportunities.

  • Your financial journey is unique, and we believe in working alongside you as a trusted adviser and partner. Our approach is collaborative, empowering you with the knowledge and tools to make informed decisions while ensuring your strategy is aligned with your evolving goals and circumstances.

  • We take pride in building deep, lasting relationships with our clients. Our commitment extends beyond financial planning—we are here to support, guide, and adapt as your life and financial needs change. We go above and beyond to ensure you have the confidence and security to enjoy the wealth you’ve built.

A young boy and an older man smiling and playing with a toy car on a beige couch.

Meet the Experts Behind Your Wealth Strategy

Private Wealth Adviser & Director

Paul Mellare

Private Wealth Adviser & Director

Carrissa Mari

Private Wealth Adviser & Director

Mike Dixon

Michelle Steffensen

Brad Cole

Private Wealth Adviser & Director

Private Wealth Adviser & Director