Certified Financial Planner & Wealth Adviser
Looking for a financial adviser with the highest global standard? Collaborative Consulting provides expert financial planning services throughout New Zealand. Tailored to your goals, your life, and your future.
Build your wealth.
Secure your future with us.
The power of scale with our partner Consilium. Funds held on the Consilium platform across New Zealand and global markets. As funds build, fees are negotiated down for our clients.
Our clients are invested in over 45 countries. We bring institutional-grade research and evidence-based advice with a personal touch to every relationship.
Your investment plan stays on track
People who work with an adviser are more than twice as likely to be on track saving for retirement than those going it alone. We tailor a plan to your needs and keep it working hard for you over the long term.
More than just investment advice
We help with a wide range of financial tasks — rebalancing investments, tax planning, estate planning, long-term care planning, and spending strategies. Working with us saves you time, money, and a great deal of stress.
A boutique practice that has heart
Our boutique practice provides a discrete service for private clients. With a joint scale we are large enough to have an international reach, but smaller enough to care on an individual basis.
Certified Financial Planner (CFPcm)
John Milner holds a Certified Financial Planner (CFPcm) designation alongside a Certified Life Underwriter (CLUcm), with a Post Graduate Diploma in Business Studies, and the National Certificate in Financial Services Level 5 (all strands) — qualifications that place him among the most professionally qualified advisers in New Zealand.
We save you time and reduce stress
Researching and managing investments takes enormous energy, time, and experience. John already has the knowledge, the relationships, and the systems — so you can focus on the things that matter most to you.
Globally diversified, locally focused
Our clients’ investments span more than 45 countries. We combine international diversification with a deep understanding of the New Zealand market to build portfolios that are resilient in any conditions.
With decades of experience in the New Zealand market, we understand the unique challenges and opportunities facing Kiwi investors.
How Collaborative Consulting Can Help You
We provide comprehensive solutions to address every aspect of your financial life.
We help you build a retirement income strategy that ensures you won’t outlive your money — no matter what the markets do.
Feeling overwhelmed by financial complexity? We simplify your picture and give you a clear, actionable financial plan you can actually follow.
We identify and close gaps in your insurance and investment strategy so that you and your family are properly protected.
Tailored financial advice and holistic wealth management made for you
With decades of experience in the New Zealand market, we understand the unique challenges and opportunities facing Kiwi investors.
Pre-retirees
Planning your transition to retirement and maximising your final earning years.
- Retirement Income Planning
- KiwiSaver Strategy
Retirees
Comprehensive investment strategies tailored to grow and protect your wealth in retirement.
- Retirement Income Management
- Estate Planning
Business owners
Specialist financial advice for business owners looking to grow, protect and eventually transition their wealth.
- Business Owner Wealth Planning
- Business Succession Planning
High net worth
Sophisticated wealth management and financial planning strategies for high-net-worth individuals and families.
- Portfolio Management
- Tax Planning
Executive professionals
Tailored financial advice for executives navigating complex remuneration, equity, and long-term wealth planning.
- Executive Compensation Planning
- Private Wealth Management
Comprehensive investment strategies tailored to grow and protect your wealth.
What people say about Collaborative Consulting
“I got to know John whilst working with him in developing his company’s brand principles to strengthen the emotional connectedness with his clients. During this period, I gained a deep understanding of John’s ethics and strong desire to help people both through the good times and the bad times.
His strongest desire is to make a tangible difference for his clients and future generations of their family. John has a strong sense of family, he believes strongly in wanting to contribute back to the community.
I can honestly say I have not met a financial adviser where money is not the financial driver for him, it’s much more personal, it’s about making a difference. I’d recommend anyone who wants certainty in their financial investments talk to John.”
Michael Major BA (Hons) MDM
Property Development Consultant, Future Proofing Strategist
“John is the consummate professional in the Financial Planning and Investment sector. He has walked the talk, having successfully grown and lead businesses to achieve dramatic results. Through it all, he has helped people reach their personal and professional goals and engages with them comprehensively to ensure they achieve what they need to.
There’s no nonsense with John – if you want to succeed, he will help you do it and in doing so, you will meet and be assisted by one of the nicest and most professional people I know, who also lives by a set of principles steeped in integrity. A hard thing to find these days!
I strongly recommend you contact John and get to know him. You won’t regret it.”
Warren Cummins
Managing Director, Dale Carnegie Auckland and BRS Management
“Choosing someone to look after your money is an important decision especially if you are like me and have no idea about investments.
When I left my marriage I had money from the sale of the house. As I was now on my own financially I understood that I needed to ensure that not only was my money going to be safe but would also be working for my future.
I met with a few financial advisers but none of them really instilled me with confidence. I was feeling a bit lost and frightened about making the wrong decision.
Pam Martin
Arbonne Independent Consultant
“We are all specialists in our own area of business. We love referring our clients to an equally dedicated specialist, John Milner of Collaborative Consulting Ltd.
John has been able to help our clients leverage and re-invest their hard-won gains, made both personally, and in business. John has been working in his area of Investment Expertise for a long- time, so has ridden all of those waves in the marketplace. He is committed to helping clients mitigate their investment risk, and in these days and times, his level-head and thorough but relatable approach to Investment are exactly what we all need.
He makes investing simple, effective and takes the worry away.”
James Kelso
CPA, Director, Kelso Marsh Consulting Ltd
“I have known for some time now as part of my business networking group. From the start I have been impressed by John’s professionalism and his knowledge base. John takes what he does seriously and is quite clearly very dedicated to serving his clients well.
I have no trouble recommending him to anyone in need of sound financial advice.”
Rory Laubscher
Corporate Photography Specialist Firefly Photography
Frequently Asked Questions
We’ve answered the questions our clients ask most often. If you can’t find what you’re looking for, get in touch — we’re always happy to help.
What qualifications & experience do you have?
John Milner is a Certified Financial Planner (CFPcm) with over 30 years industry experience. His qualifications include a Post Graduate Diploma in Business Studies (Personal Financial Planning), Certified Life Underwriter (CLUcm), and the National Certificate in Financial Services Level 5 (all strands).
What types of clients do you work best with?
Many of our clients have sold a business, farm or property, are preparing for retirement, or want more out of their current retirement. Bank deposits are just not delivering for them. Our clients are good people who want a financial adviser who will treat them like a human, not just a number. We build strong relationships with every client.
What’s the first step in working with you?
Whether you are looking to set yourself up for a great retirement, build wealth, or plan your legacy, it all starts with a conversation. It’s important that we see if we can work together and that our financial planning advice can genuinely add value to you. You can book a call by clicking the button below.
Do you work with clients across New Zealand?
Yes — while our financial advisory practice is based in Auckland, we work with clients across New Zealand and are regular users of Zoom and Teams. Our investments span New Zealand and global markets, and we keep in touch with clients wherever they are.