CA offers a range of corporate & general services for small to large businesses.
Creating the right Superannuation and Insurance plan for employees will form the fundamental building blocks for achieving their retirement goals and family protection needs. This will make up a significant part of a personal financial plan.
We know the years of hard work that go into building a successful business. A well constructed business plan will consider the need to cover large capital expenses, protect Key Employees i.e. Keyman Insurance as well as providing for a smooth contingency plan should a partner of the business exit through retirement, death or disablement i.e. Buy/Sell Insurance.
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The standard of service and advice provided by Mark and other consultants at CA Financial Services is of the highest standard and is very much appreciated. They are proactive without being intrusive and work to build good relationships with myself and the team. Kate Barnes, Organisational Development Director, APJ EMC Australia