We exist to help you successfully deal with your financial planning, investment and insurance needs, with a specialist interest and expertise in self-managed super funds.
Why Did We Come Into the Office Today?
Our objective is to provide you with straightforward and clear advice that will help you make sound financial decisions.
Our aim is to ensure that the decisions that you will make have a positive impact on your most precious assets – your family, your business, and your future.
We focus on what we do best, and so does your accountant.
Your accountant understands the importance of concentrating on what you do best and partnering with trusted advisers to do what they do best.
Together, we’ll focus on you and your individual circumstances, objectives and dreams. We take a holistic view of your world, and work with you to ensure that all bases are covered.
Integration is key. Succession, estate and superannuation planning all have tax considerations and are best delivered as part of an integrated plan. Your accountant will work with us to bring these elements together and to assist you with the planning process.
Meet Wayne Collis
Wayne Collis is an experienced Certified Financial Planner who has been advising clients since 1994.
After many years of working in a large banking institution and other major financial planning organisations, Wayne co-founded NewStart Financial in 2011 to create an organisation which prioritised people and their needs over their investible dollars.
During this time Wayne has worked in a variety of advisory and managerial roles in financial planning and wealth management specialising in structural, strategic, insurance and investment advice for self-managed super fund and trust clients
Wayne holds a Graduate Diploma in Financial Planning from Deakin University and is a Certified Financial Planner (CFP®).
Also in Wayne’s corner are the professional support team from Merit Wealth, backed by a wealth of ‘best of breed’ industry know-how and resources.
• Self-managed super funds (SMSFs)
Wayne is an Authorised Financial Planner (AFP) who holds a BA majoring in Economics, an Advanced Diploma of Financial Service (Financial Planning) and is a practising member of the Financial Planning Association (FPA).
Qualifications & Memberships
• Advanced Diploma of Financial Services
• Bachelor of Arts (Economics)
• Financial Planning Association (FPA)
• Tax Agents Services Association (TASA)
• Self-managed Super Fund Association (SMSFA)
Wayne Collis has been our financial planner since 2008. After spending many years working towards an early retirement, when it comes to handing your nest egg over to someone else to look after is like taking a leap of faith. I suppose it could be compared to giving your sister the keys to your Ferrari to take for a spin around the block! Our concerns were short lived as Wayne has proven himself over the years as someone whom we trust implicitly. He is very motivated and knowledgeable about the industry and takes a personal interest and dedicated approach to our needs. His communications regarding future investments and strategies that would benefit our portfolio is easily understood and is happy to explain things to us on a level that we can understand. We have no doubt, that Wayne will exceed in his position in the future to keep our money working for us, and maintain his professionalism, understanding and our trust that he has gained over the years.
We have known Wayne for close to 25 years and he has been our Financial Adviser for around 20 years across three companies. We have always found Wayne to be honest and down to earth in explaining complex issues around investing and superannuation. He has helped us by proposing options to invest and minimise our tax to ensure we can retire comfortably. Over the years we have referred a number of our friends to Wayne and they have always been very happy with his service.
Want to Know More?
Contact us today and we will be in touch as soon as possible.