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.
Get Started today! Book an appointment with a CA Advisor
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