We aim to take our clients from where they are today to where they wish to be, through the various stages of their lives.
Our role at CA is to understand your financial & lifestyle goals, to provide you with a plan – “Your Plan”. Outlined at right are the scoped parts to Your Plan.
After spending time discussing what is important to you and what you are looking to achieve, we will then build “Your Plan”. This will allow you to focus on the specific steps that will assist you to achieve your goals.
For most Australians the purchase of a home and owning it outright is a top priority, “The Australian Dream”.
Superannuation is the most tax-effective way to accumulate & save money for your retirement. It is the major building block of wealth next to owning your own home.
The difference between a good and great retirement may depend on contributing more today. How much do you need to put away now to live comfortably during retirement?
Insure the things you can’t afford to lose! It is important you are not exposed to financial risk through accident or misfortune as this could jeopardise both your present and future plans.
Non-superannuation savings are a way to accumulate wealth for retirement or other specific lifestyle purposes. Such investments can be in the form of direct investments in shares or rental properties, or indirectly through managed funds or insurance bonds.
The right funds, in the right hands, at the right time – It is important that you have a properly drafted will, to ensure that your wishes are clearly expressed in the event of your death.
Budgeting is imperative – one of the first steps towards accumulating wealth is to assess your current level of expenditure.
Book a complimentary meeting with a CA Adviser to see how we can help you to get where you'd rather be.