Financial planning

As your life changes, so do your financial needs. Whatever stage of life you’re in, CUA can help arrange your finances to suit your current needs and future goals. Whether you have just started growing your wealth or are preparing for a relaxing retirement, we can help you develop a financial plan that’s right for you.

A CUA Financial Planner will guide you through a six step process:

• An initial appointment to introduce ourselves and find out if we can help you
• Getting to know you by understanding where you are now and what are your financial and lifestyle goals
• Developing and researching strategies to reach those goals
• Presenting and explaining our advice to you
• Helping you to put your financial plan in place
• Regularly reviewing and adjusting your plan

Your first appointment with a CUA Financial Planner is subsidised by CUA, so the only cost to you is your time. If you decide to get some advice we will discuss the cost with you before you go ahead.

Whatever changes you want for the future, they could be yours sooner than you think if you have a sound financial plan.

If you are ready to find out more, click on the enquire button or call 1300 655 014 to book an appointment with a CUA Financial Planner.