CA Financial Services Group have been based in North Sydney since 1983 and we have nearly 40 years of practical financial planning experience to offer our clients.
Founded by Guy and Vicki Cotter, CA was built on a simple philosophy: provide professional advice, genuine care, and long-term support to every client. What began as a family business continues to be guided by the same values today.
As a family-founded practice, we understand that financial decisions are often about more than money. They are about providing security for loved ones, creating opportunities for future generations, and helping people live the life they want with confidence.
Our focus is to exceed our clients expectations by providing a professional, high quality client experience with the emphasis on Integrated Financial Services and Wealth Management Solutions for individuals, families and businesses.
We aim to work closely with our clients and develop long-term relationships to ensure they achieve their lifestyle goals and financial objectives. In a complex area, we aim to simplify the issues and establish cost effective solutions by:
- Focusing on our clients and exceeding their expectations.
- Being passionate in attending to our clients’ initial & ongoing needs and experience.
- Providing accurate and constructive advice that offers real and valuable solutions.
- Offering personalised customer service and a financial plan tailored specifically for you.
- Ensuring high service standards from CA Financial Services and our product solution provider partners.
- Providing ongoing plan review and management.
Get started today
Book a complimentary meeting with a CA Adviser to see how we can help you to get where you'd rather be.