Brett founded Collies Wealth Partnerships in 2024 to transform the wealth management industry—making it fairer, more transparent, and better aligned with clients’ interests. The mission is simple: grow your wealth while eliminating the conflicts and systemic risks that have plagued the industry for decades.

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Unlike traditional firms that charge fees regardless of performance, Collies operates on a Profit-Share Model:

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• You only pay if you make money—10% of annual gains.

• No gains? You pay nothing.

 

This structure along with our 15-Year Positive Return Guarantee (if your portfolio loses money over a 15-year period due to our investment decisions, we’ll make you whole) forces us to manage risk responsibly and invest your money like it’s our own. This is our self-imposed penalty for poor performance and short-term risk-taking.

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Our approach is designed to reduce the chances of catastrophic failures like the Global Financial Crisis by removing perverse incentives, avoiding excessive risk, and prioritizing long-term stability over short-term gains. 

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Brett brings experience from leading financial institutions, including Craigs Investment Partners and ANZ Private Bank, and holds a Bachelor of Commerce (Economics and Finance), a Graduate Diploma in Business Studies (Personal Financial Planning), and has passed Level 1 of the CFA Program.

 

Collies Wealth Partnerships—Helping you retire with confidence, backed by integrity, accountability, and a commitment to change the industry for good.