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Collaborative Consulting Limited

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New Zealand

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Security Information

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    What are the differences in regulations for each

    License

    A Grade License

    Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

    B Grade License

    Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

    C Grade License

    Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

    D Grade License

    From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

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    Company Information

    Get to know Collaborative Consulting Limited

    Collaborative Consulting provides bespoke financial planning and wealth management services to high net-worth clients. They are a trusted provider of wealth and investment advice that work hard to empower you and secure your future. The team at Collaborative Consulting is headed by Managing Director John Milner, who walks the talk with his advice. He runs a successful business, is independently wealthy in his own right and really enjoys sharing three decades of investment experience and business success with others. Collaborative Consulting works with proven-and-tested financial planning methods, and gives you world-class advice that isn’t commission based from companies they invest in. The company is proud to be independently assessed and certified each year by CEFEX – The Centre for Fiduciary Excellence in Pennsylvania – based on international standard ISO 19011. Assessing your end goals is an important part of your financial strategy, so Collaborative Consulting will design your financial plans according to what you want your life to look like in the future, and develop a realistic goal-driven map to help you get there. Their financial planning services are tailored to fit the individual needs of each of their clients, and their advisors always take the time to get to know their clients and listen to their goals and hopes for the future. Do you want to find out more about how Collaborative Consulting can help your secure your future through proven-and-tested financial planning methods? Visit the Collaborative Consulting website today to arrange a free initial two-hour consultation with their professional financial advisor team.

    Industry

    • Financial Financial AdvisementPRIMARY
    • Financial Other Service
    • Financial Wealth Management

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