CA offers a wide range of personal services and advice for individuals and their families.
Mortgages & Home Loans
The Australian Dream! For most Australians the purchase of a home and owning it outright is a top priority.
Superannuation
Superannuation is the most tax-effective way to accumulate & save money for your retirement. It is the major building block of wealth next to owning your own home.
Retirement Planning
The difference between a good and great retirement may depend on contributing more today. How much do you need to put away now to live comfortably during retirement?
Personal Insurance
Insure the things you can’t afford to lose! It is important you are not exposed to financial risk through accident or misfortune as this could jeopardise both your present and future plans.
Investments
Non-superannuation savings are a way to accumulate wealth for retirement or other specific lifestyle purposes. Such investments can be in the form of direct investments in shares or rental properties, or indirectly through managed funds or insurance bonds.
Estate Planning
The right funds, in the right hands, at the right time – It is important that you have a properly drafted will, to ensure that your wishes are clearly expressed in the event of your death.
Budgeting & Taxation
Budgeting is imperative – one of the first steps towards accumulating wealth is to assess your current level of expenditure.
Looking for advice in any of these areas?
Get in contact with one of CA's financial planners.
The initial meeting is complimentary.