In the intricate world of finance, where decisions can carry lasting consequences, individuals and businesses seek a guide they can trust.
Introducing Colby Atkinson, a Financial Advisor at Essential Wealth and Retirement (EWAR), armed with an extensive background and a genuine commitment to his clients' financial well-being.
Colby's transition from a Physiotherapy Degree to Financial Planning was not merely a career shift; it was a conscious choice driven by passion and purpose. During university, he discovered his affinity for Financial Planning, realising that he wanted to help individuals attain financial freedom earlier, offering choices beyond a life of relentless work.
In his current role at EWAR, Colby's routine involves conducting initial discovery appointments. These sessions delve into clients’ current financial situations, their goals and any gaps that are identified are filled with tailored strategy options. The second meeting in the advice process is conducted after extensive research and the client receives all of their recommendations.
“What sets EWAR apart is our commitment to doing the heavy lifting for our clients and ensuring the seamless implementation of recommendations, whilst providing accountability through regular reviews,” says Colby.
He also notes an innovative approach and collaborative spirit among EWAR staff.
“EWAR is not just an employer but an organisation that nurtures individuals into financial planners, fostering a culture of hard work and career enjoyment.”
Colby's strengths lie in his exceptional listening skills and effective communication, prioritising transparency and setting clear client expectations. His ability to relate to diverse individuals, from young accumulators, family groups, pre-retirees and retirees, is a testament to his adaptability. His specialties include cash flow, personal investment planning, superannuation, personal risk insurance and estate planning.
Outside his financial planning world, Colby is a sports enthusiast, equally passionate about playing and watching various codes. As such, he’s a handy member to have on any trivia team covering the sporting question round!
Colby's collaboration with Collins Hume adds another layer to his professional journey. The partnership aims to identify clients in need of financial planning advice and facilitate meetings to explore how EWAR can provide valuable solutions.
In the tapestry of financial advising, Colby Atkinson emerges not just as an advisor but as a dedicated partner. His passion, expertise and commitment to client satisfaction make him stand out in the financial planning landscape for those seeking financial freedom.
Colby is based in Collins Hume's Ballina office every Thursday. To make an appointment, please call us on 02 6686 3000 or ask your Collins Hume Accountant to set up a meeting or email Colby at EWAR.
Colby's journey into Financial Planning began with a Bachelor of Commerce majoring in Financial Planning and Accounting from Griffith University. Eager to deepen his knowledge, he completed a Certificate IV in Finance & Mortgage Broking from AAMC Training Group, an Advanced Diploma in Financial Planning from Monarch Institute and a Financial Planning Diploma from the International Institute of Technology.
From being a Financial Advisor at Wealthmed Australia to a Private Wealth Manager at MedCapital - Financial Services for Doctors, Colby's experience spans different facets of the Financial Planning sector. His previous role as Financial Advisor at Future Assist where he worked with everyone from mum and dad investors to high net wealth individuals, underlines his versatility.
Comments