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.
Our Mission
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.
Our Philosophy
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.
Our Values
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.
Passion
Empathy
Integrity
Honesty
Persistence
Fun
Accountability
Our Relations
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).
Come and meet the CA team!
Find out more about our planners in the 'CA Team' area.
