Collins SBA

What Collins SBA does

Collins SBA is an employee-owned Australian financial services firm headquartered in Hobart, Tasmania, founded in 2003 and operating as a trading name of SBA Wealth Management Pty Ltd (an Authorised Representative of SBA Advice Pty Ltd, AFSL 488301). The firm delivers an integrated suite of business accounting, tax planning, business coaching, and financial planning services — including wealth and cashflow planning, asset and wealth protection, estate planning, business financing, and succession and exit planning — primarily to small and medium business owners and professionals across Tasmania and Eastern Australia, with customer logos spanning hospitality, logistics, tourism, marine, construction, and importing industries.

The firm's core technology stack centres on Xero, in which Collins SBA holds Platinum Partner status, alongside several proprietary client-facing tools: the Client Calendar scheduling system, Super Health Check retirement assessment, Value Builder business valuation system, Eight Dimensions wellbeing framework, and a Video Statement of Advice delivery channel. These tools support rather than automate the firm's relationship-led advisory model, and no AI/ML capabilities are disclosed. Collins SBA also operates a Certified B Corporation status (achieved 2026) and is actively recognised across industry awards including the 2019 OMBA Innovator of the Year, 2025 IFA Business Outcome Leader of the Year, and the 2013 Tasmanian Business Award.

The business model is fee-for-service professional services across four revenue streams: accounting services, financial planning, business coaching, and personal risk insurance distributed through the SBA Insurance joint venture with MBS Insurance (formed 2023). Pricing is quote-based and not publicly disclosed, with annual billing cadence and a transparent upfront fee structure. Distribution relies on direct advisory relationships, client referrals, strategic partnerships (notably Acumon for a shared services centre launched October 2024), and content marketing via a 209-article resource library, supported by media appearances in Inc Magazine, Nine Network (Sunrise), and the Australian Financial Review.

Name

Collins SBA

Legal name

SBA Wealth Management Pty Ltd

Website

https://collinssba.com.au

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

Collins SBA is an employee-owned Australian financial services firm delivering integrated accounting, tax planning, business coaching, and financial planning services primarily to small and medium business owners across Tasmania and Eastern Australia.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Offices of Certified Public Accountants (541211), Finance and Insurance (52)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411), Finance Services (6199)

akta.pro primary industry

Independent Broker-Dealers (Retail Network) (FSAAAAAC)

Keywords

• Financial planning services
• Business accounting services
• Tax planning services
• Business coaching services
• Wealth management services

Headquarters

HQ city

Hobart

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Accounting Services: Professional accounting services including audits, financial analysis, tax planning, BAS preparation, payroll tax reconciliation, and corporate governance compliance. Delivered as ongoing advisory relationships.
2. Financial Planning Services: Comprehensive financial planning including wealth planning, investment management, retirement planning, estate planning, and insurance advisory. Provided through personalized adviser relationships.
3. Business Coaching Services: Business advisory and coaching services covering strategic planning, business design, governance, profitability improvement, and succession/exit planning for business owners.
4. Insurance Products: Insurance advisory through SBA Insurance joint venture, providing personal risk insurance products including life, trauma, income protection, and business insurance.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Collins SBA is an employee-owned financial services firm providing integrated accounting, tax planning, business coaching, and financial planning services to Australian business owners. The firm operates as a one-stop solution combining accounting, wealth management, and business advisory through a team-based model, with additional offerings through the SBA Insurance joint venture (with MBS Insurance) for personal risk insurance and a shared services centre partnership with Acumon.

Product overview

Collins SBA is a financial services firm offering an integrated suite of services for Australian business owners. The core offerings include Business Accounting, Tax Planning, Business Coaching, and Financial Planning, supported by specialized services in Wealth & Cashflow Planning, Asset & Wealth Protection, Estate Planning, Business Financing, and Succession & Exit Planning. The firm also provides client tools including Client Calendar, Super Health Check, and Value Builder assessment tools. Services are delivered through a team-based advisory approach with additional offerings through joint ventures (SBA Insurance with MBS Insurance) and strategic partnerships (Shared Services Centre with Acumon).

Differentiator

Problem solved

Functional benefit

Brands

• SBA Insurance: A joint venture with MBS Insurance for personal risk insurance services.

Named customers9 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Three partnerships are on record, tiered core.

• AcumoncoreStrategic or Co-development Partner · 9 October 2024Strategic partnership with Acumon, an accounting firm, announced in October 2024. The partnership includes collaboration on an innovative shared services centre. From Left: Scott Atkins (Acumon), Andrew Pearce (Collins SBA), Christian Tapp (Acumon) and Jono Elliot (Collins SBA) participated in the announcement.
• MBS InsurancecoreChannel Partner/ Reseller/ Distributor · 29 May 2023Joint venture with MBS Insurance, personal risk insurance specialists, to form SBA Insurance. The partnership was established in response to significant changes in the Australian life insurance industry, including premium increases affecting policy holders.
• XerocoreTechnology or IntegrationXero Platinum Partner status indicates advanced certification and expertise in cloud accounting technology. Xero is the primary accounting software platform used for client services.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Pilot Partners: Australian mid-market accounting, business advisory, and wealth management firm offering integrated services to SMBs and business owners — directly comparable integrated advisory model, though based in Sydney with a broader national footprint.
• HLB Mann Judd: Australian mid-tier accounting and advisory firm offering integrated tax, audit, business advisory, and wealth management services to business owners — closely comparable service model and target client base.
• Cutcher & Neale: Integrated accounting, financial planning, and business advisory firm serving Australian business owners with a one-stop-shop model analogous to Collins SBA, including wealth management and succession planning.
• Findex: Australian accounting and wealth advisory firm combining traditional accounting services with financial planning and business advisory for SMBs, with a similar integrated service delivery philosophy.

Regional players

• Ord Minnett: Australian wealth management and stockbroking firm with a regional Tasmania presence offering financial planning and investment advisory — overlaps on the wealth management side of Collins SBA's offering, though less emphasis on integrated accounting and coaching.

Broad incumbents

• William Buck: Established Australian mid-market accounting and advisory network providing accounting, wealth management, and business advisory across multiple offices — comparable service mix but at significantly larger scale.
• Crowe Australasia: Australian accounting and business advisory network serving mid-market and SMB clients with tax, audit, and consulting services — competes in similar client segments with broader international backing.
• BDO Australia: Major Australian accounting and advisory network with full-service capabilities including tax, business advisory, and wealth management — competes for similar SMB and mid-market clients with broader geographic reach and global brand.
• RSM Australia: Mid-tier Australian accounting and advisory network providing audit, tax, consulting, and wealth advisory — comparable in target market segment but with substantially larger footprint and resources.
• Pitcher Partners: National Australian accounting, business advisory, and wealth management firm serving SMB and mid-market clients — overlapping service offerings including financial planning and business coaching, but operating at greater scale across multiple cities.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/collinssba
• Facebookfacebook.com/collinssba
• LinkedInlinkedin.com/company/collinssba

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Collins SBA