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Financial planning
As your life changes, so do your financial needs. 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.- 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.
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.
Helpful information
Wealth
We will help you to choose a sound financial strategy and then put the investments in place which will assist in meeting your current and future goals.
Estate Planning
If something unexpected happens...
Life Insurance
How can you protect your lifestyle and your family’s needs if something unexpected happens such as sickness, accident, injury or death?
Superannuation and retirement
Make the most of your superannuation savings and help your funds last longer to support your lifestyle in retirement.
Managing Debt
Discover how debt can work for you and help you achieve goals faster, instead of you being a slave to your debt. Or we can look at how to get you out of debt faster.
Monday to Friday
8:30am - 5:00pm (AEST)