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CA Financial Services

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Fees for Services

Home  ›  Financial Planning  ›  Fees for Services

The Initial Meeting with one of our advisers is complimentary. The only thing you need to invest is your time.

We are committed to making sure our fees are transparent, understood and agreed to by you. Our preferred method of payment is by an agreed fee.

The actual fee charged to you will depend on the nature and amount of the advice or service we provide.

Our promise is to provide our clients with value greater than the cost of our service.

CA aims to charge fees in the most tax and cost effective manner to you. Payments of fees can be made directly or through the solutions recommended.  Fees will be discussed and agreed with you before we proceed with any recommendations. 

CA will provide a copy of the latest Financial Services & Credit Guide (FSCG) before the meeting, which will include more details on our Fees for Service.

We offer personal financial advice

CA has been providing professional and personal financial
advice since 1983. Let us help you take control of
your financial future.

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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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