CA Financial Services Group have been based in North Sydney since 1983. We have over 30 years of practical financial planning experience to offer our clients.
At CA we provide integrated Financial Services and Wealth Management Solutions with a focus on Financial Planning.
Our role at CA is to understand your financial & lifestyle goals, to provide you with a plan – “Your Plan” to assist you to achieve these goals.
We believe that you’re never too young or too old to start planning.
Here’s Thomas with CA’s youngest client Harry.
To focus on our clients and exceed their expectations by providing a professional, high quality client experience with the emphasis on Integrated Financial Services and Wealth Management Solutions for individuals, families and businesses.
To work closely with our clients and develop long-term relationships to ensure they achieve their lifestyle goals and financial objectives. In a complex area, we aim to simplify the issues and establish cost effective solutions by:
- Focusing on our clients and exceeding their expectations.
- Being passionate in attending to our clients’ initial & ongoing needs and experience.
- Providing accurate and constructive advice that offers real and valuable solutions.
- Offering personalised customer service and a financial plan tailored specifically for you.
- Ensuring high service standards from CA Financial Services and our product solution provider partners.
- Providing ongoing plan review and management.
CA are passionate about and believe in the following values which we feel are important to each team member. We hope our clients share these values.
Along with the affiliated relationship with AMP Financial Planning, CA have support and relations with the Financial Planning Association of Australia (FPA) and the Australian Finance Group (AFG).
Get Started today! Book an appointment with a CA Advisor
CA supports the communityCA is proud to support the following charities and organisations:
Guy and the team at CA Financial Services have at all times been highly professional and have given prompt and most courteous service. Dr Karla Plehwe