A collective of forward thinking and client focused advisers
Our Collective Vision
Communitas. It’s what happens when we gather shared values and work together to achieve greatness beyond the sum of its parts. An intangible connection that produces tangible results. Communitas is being able to find a common understanding from individual perspectives, joining together to create something special. Communitas is also about celebrating what we achieve, together.
Communitas financial planners are free to run their own business, focusing on their clients and providing high quality advice.
communitas wealth licensee services include:
Why choose communitas wealth?
Communitas enables independently-minded advisers to rise above the noise and focus on delivering excellence in advice.
With a philosophy of continual improvement, against a backdrop of constant change in investment markets, the team aims to be one step ahead to always give clients the best possible experience and advice outcome.
