Established financial service company opens its doors in Gladstone

Established financial service company opens its doors in Gladstone

A well-established financial service company with over 20 years’ experience has opened its doors in Gladstone.

Managing Director David French said The Investment Collective Team was “very excited” to open a new local office last month after establishing a presence in the region last November following its acquisition of a financial advice business.

“Gladstone’s younger demographic complements our existing client base, and the efforts of the community, business and council in creating an interesting and family orientated environment are really amazing,” he said.
“Overall, it (the office) is a great stepping stone to achieving our goal to be known as a leading and progressive provider of financial services across the east coast of Australia.”

With a head office in Rockhampton, and a presence in Melbourne, Sydney, Adelaide and the Gold Coast, the Investment Collective offers a range of services including financial advice, life insurance brokering, self-managed superannuation funds, portfolio management, share trading and business consulting and planning.

“Whether it’s accumulating wealth, preparing for retirement, or running a business, things get more and more complicated,” David said.

“We work really hard to understand our clients’ needs and work with them to set in place plans and strategies that will deliver.

“You have to be able to see beyond what’s immediately obvious.”

To learn more head to pop into The Investment Collective’s Gladstone Office at Suite 4/ 93 Goondoon Street to chat to their local team.