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Financial Planning

Home  ›  Financial Planning

Personal Financial Planning involves the creation, enhancement, protection and distribution of wealth.

It is arranged through a process that integrates the Saving, Investment, Insurance and Retirement needs of each individual after taking into account taxation, social security and cash flow requirements.

There is a necessity to understand the facts, goals and objectives and present a plan that can help save, manage cash flow, protect assets and increase wealth for every individual.

We take our clients through the four areas of wealth, these include:

Wealth Creation
Wealth Enhancement
Wealth Protection
Wealth Distribution
It’s all about saving – accumulation of assets over a short, medium and long term period.

    • Superannuation: Personal and Corporate Services, and Retirement Needs Analysis
    • Home Owners: Refinancing and setting up your mortgage, and assistance for First Home Buyers
    • Saving Plans: Regular Contribution for education, overseas trips and Margin Lending
    • Employer Fringe Benefits: Salary Packaging Option

Enriching your assets by making your money work for you.

  • Investment planning and strategies
  • Superannuation Rollovers and Consolidation
  • Unit Trust and Insurance Bonds
  • Retirement Planning: Retirement Needs Analysis, Guaranteed & Flexible Income Plans
  • Gearing: Margin Lending
  • Analysis: Investor and Risk Profiling
Protecting your family and assets by insuring the things you can’t afford to lose.

  • Life Insurance: Death, Total and Permanent Disability and Trauma
  • Income Protection: protecting your most important asset, your income.
  • Business Insurance: Share Purchase, Key-man and Business Overhead
  • General Insurance: protecting your assets including your Home, Contents and Business
The right funds, in the right hands, at the right time.

  • Estate Planning: Capital Gains Tax Issues, Valid Tax-effective Wills, Enduring Power of Attorney and Testamentary Trusts
  • Assistance with family business/trusts

Wealth Management

We believe our knowledge, expertise, advice, strategies, solutions and service, along with our effective client management systems have put us in a position where we can add value to our clients on an ongoing basis.

CA is looking to build long term client relationships. Your Plan (or parts of the plan) should be reviewed on a regular basis as your circumstances change.

Quarterly, half yearly or yearly reviews are available depending on the complexity of your plan. As a minimum we will aim to offer a review every year.

 
 
 

Personal Financial Planning

Find out more about integrated financial planning and
wealth management, and how you can benefit.

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  • Client Testimonial

    CA Financial Services has been handling our superannuation fund since the mid 1980s. During that time we have received excellent service and advice from Guy Cotter and his team and would recommend them to any small business looking for personalised service. Kerry Enemark - Director
  • 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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