Helping you get to where you'd rather be

CA have managed to engage across almost all of our Australia wide offices providing employees and members with personal advice and service with excellent feedback. We have been particularly impressed with their commitment to customers, great service and information provided to stay on top of market trends in their industry – attributes which are also vitally important to our company.

As a fairly new client to CA Financial, I would strongly endorse both their employee benefit services and personal planning services and suggest a partnership is likely to bring benefits to any company which would be welcomed by both management and employees.

The clear advice and direction Mike has provided us so far has yielded a clear set behaviours and strong understanding of what we need to do in order to set our lives up for the short term and long term.

We are both very satisfied with Michael has done for us and I will be recommending him to our friends, family and colleagues for any like guidance/advice.

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.

I was very fortunate to be introduced to Thomas Cotter over a year ago and he became my financial advisor. He has been extremely helpful advising me on my superannuation fund, insurance policies and setting up my First Home Saver account.

As a young adult I had found it quite overwhelming knowing where to start with my financials however I found Thomas very helpful and lovely to deal with. I now feel my financial future is well set up and will continue meeting with Thomas to ensure it stays that way. I’ve since referred my sister to CA Financial Services and wouldn’t hesitate recommending them to others.

Sharon and I have been clients of CA Financial for over six years now, and we are very happy that we made the change. It is always a pleasure to visit Mark, Jess and the team for our regular investment updates, and the annual CA investor night with Dr Shane Oliver is a highlight of a cold winter.

We are completely comfortable with the style of consultation and advice that we receive, and very happy that our superannuation and other investments are being handled so well by Mark. Would we recommend CA and Mark to other investors? Most definitely!

Alison and I have been extremely pleased with the service and advice we have received from CA Financial Services Group since becoming clients in mid-2015. 

What we particularly like is the very personal approach and time taken by our advisors Guy and Tom to get to know us so as to fully understand our circumstances and aspirations for the future, thus providing us with considerable comfort and confidence on the advice provided.

The advice we have received is always well tailored to our circumstances, straightforward to understand, and sets out the various options, benefits and risks to consider. Importantly, their approach to fees has been extremely reasonable, aiming to minimise the impact on our cash flows by ensuring that fees and commissions are recovered through the product itself where possible. 

Let us first start by congratulating CA and the staff on your 30th Anniversary and we hope you continue on for many years to come.

We became associated with Guy and Cotter & Associates in 1982, and we still continue to make an annual visit to Sydney to catch up with you to discuss our finances.

During these 30 years, we have enjoyed both a friendly and professional approach from your Guy and the CA staff and we have always been made to feel welcome.

We would like to take this opportunity to thank you very much for your continued efforts in maintaining our financial status and look forward to speaking with you soon.

In 2010 I decided to get some ‘real’ financial advice. Michael sat down with me and presented a clear structure and outcomes-based approach which was driven by my personal goals. In a short period of time I felt tremendously more secure with my financial situation (from insurance to super to personal savings) and saw my big financial goals suddenly become very realistic.

Rather than simply ‘outsourcing’ my financial concerns, Michael has shown me how to actively take control of my financial situation so that I can feel confidence in both my current situation and my future. I will continue to work with Mike on my personal financial goals as my situation changes over time and I am always happy to recommend him to others.

Over the last two decades, government regulations in regard to superannuation policy have been regularly and frequently altered, generally to the detriment of the policyholder. Like many others, I felt that superannuation was more trouble than it was worth.

When I met Guy Cotter and CA Financial Services in 2001, I had five separate super policies that were the result of work changes. I had no overall financial plan. Guy assessed my requirements and expertly constructed a plan which he has since fine tuned with pleasing results. Guy and the team at CA Financial Services have at all times been highly professional and have given prompt and most courteous service.

I contacted AMP for a financial advisor & they gave me two names, one of which was CA Financial Services. I’d originally thought I would approach both companies and I could then “pick” the best advisor, so to speak. After meeting with Guy at CA the need, or even desire to shop around faded to zero and CA and I got down to refining and re configuring my super for the next 40+ years.

CA was able to bring me up to date with the latest legislation in simple terms and help me reconfigure my super investments to provide the necessary financial support for the future. More importantly they were able to give me a high degree of confidence and comfort that I was on the right track.

Whilst we all have issues relating to the markets from time to time I have been extremely happy with the services of CA and I could not recommend them highly enough.