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CA Financial Services

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CA & You

Home  ›  About CA  ›  CA & You

Our role at CA is to understand your financial & lifestyle goals, to provide you with a plan that guides you from where you are today to where you wish to be.

At CA we believe that this overall long-term plan will build a strong foundation for your financial future.

The CA relationship

CA’s philosophy is 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.

What to look for in a good planner

    • Ideally CFP qualified and experienced.
    • Client focused with attention to your Goals & Objectives.
    • Genuine and Trustworthy.
    • Open to educating and discussing options.
    • Ideally well supported (The CA Team) and organised.
    • Testimonials from others who have enjoyed the experience.

Benefits of Planning

    • A Plan / Road map for your financial future
    • Ongoing expert advice and review – consultation is key
    • Owning your home faster
    • Retirement savings plan – maximise assets, minimise tax meeting retirement aims
    • Peace of mind – protecting and providing for the ones you love
    • Asset distribution – The right funds in the right hands at the right time

Build a relationship with us!

Let CA build a plan with you.

Contact CA
 
 
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  • Client Testimonial

    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
  • CA Financial Services Group

    CA Financial Services Group have been based in North Sydney since 1983 and we have over 33 years of practical financial planning experience to offer our clients. CA covers the North Shore, Sydney CBD, Eastern Suburbs, Northern Beaches, Inner West and surrounding Metropolitan areas. We provide integrated Financial Services and Wealth Management Solutions with a focus on Financial Planning. The large range of advice CA offers include Superannuation, Personal Insurance, Mortgage & Home Loans, Investment Strategies & Retirement Planning.

    CA Financial Services Group Pty Ltd ABN 94 003 100 301. Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327. Australian Financial Services Licence 232706 and Australian Credit Licence 232706

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  • How to find us

    7 Myrtle Street
    North Sydney
    NSW, 2060

    p: (02) 9955 7288
    f: (02) 9959 3148
    e: info@cafsg.com.au

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