What our Clients say about CCA Advisers

Rod Clark

2021-12-08

My wife and I got together later in life but the CCA Team has set us up with a SMSF that will have us more than comfortable in retirement. We highly recommend the CCA team. 👍🏻

Mary Camilleri

2021-09-08

That time of year again, reviewing our superannuation account with Chris. Very happy with the service provided and all the suggestions of what can be done with our account and what needs to be updated. Chris always does his best to see my goals are achieved. His team at CCA are always there to help with any concerns I have and I fine them very caring and professional. I highly recommend Chris and His team at CCA for all your financial and superannuation needs. I would to Thank Chris for all his knowledge and achievements in reaching my financial goals, especially in this current pandemic climate . Mary Camilleri

RAZ BUCHNER

2021-08-31

really making my super grow and helping with all other aspects of my financial needs. thank you so much for all your help and effort Marcello Rogliano. and the whole team there. love your work.

Carlos Tejedor

2021-06-06

After having been part of the workforce for thirty years, my wife and I felt the value of our superannuation was not really were we had expected it to be at that point of our careers, so in June 2015 after a recommendation from our accountant we met with CCA Financial Planners. It certainly was not our only guiding factor, but when we met Chris and the team we felt they had the right culture for what we wanted to achieve. We knew right away Chris and his team were a group of people we could develop a long term relationship which would be based on trust and mutual respect. CCA has always been able to offer us well-rounded advise based on solid analysis, whenever we needed to view new strategies and in the decision making process. Wind the clock forward to 2021, our SMSF is on track to provide us with a very comfortable retirement income thanks to CCA and our decision to do something different six years ago. We have always felt we are provided with a much personalised service by CCA and they are very sensitive to our needs, they have been amazing during COVID in keeping us informed and have acted as a much needed reassuring voice.

faye bugeja

2021-05-28

I got all the help i needed

R Cumming

2021-05-11

I highly recommend Marcello at CCA. In taking me through the process of arranging new death and TPD insurance and income protection, he was diligent, thorough, professional and a pleasure to deal with. I felt well-informed at all times and appreciated his genuine understanding of my needs.

Anthony Grixti

2021-03-26

As a long time client I always found your service invaluable and your advise of good quality.

Geoff Rees

2020-11-05

EXCELENT SERVICE AND VERY PROFESSIONAL

Robbie O Rourke

2020-10-30

It is reassuring to have professional advice financial advice that is specific to my stage of life, level of assets, income and future plans. When is it time to hang up the tools? What should i do now to give me the best chance to maximise and protect what I have? Chris (CCA) provided me with practical, easy to understand advice that has paid for itself. He has kept in contact, been steady in his tone and advice and spot on in what has been a challenging 2020.

Matt M

2020-10-02

It wont' surprise you when you sign up with a company they provide a good service, it hard for any business to take care of their clients after years, I transferred from another firm to CCA, they provide a excellent services, especially thx to Adam Sobczak, he has look after my profile for many years, very responsible and professional. Again, you wish you never need insurance, however it save your life & families when it happens. Last years few people next to me been diagnostic to had cancer, including one of my family member, the insurance saves me.

CCA Financial Planners

Our team of financial advisors offer tailored financial advice programs that cater to people at all stages of life.

We will provide you with a complete picture of your finances, reach your goals and get the most out of your financial position with a 100% transparent program that is customised to your individual circumstances.

Start to Wealth

Our Beginners guide to Wealth program is for those who are just starting out their journey to Wealth and are ready to take the first step to a more secure financial future.

Improve Your Financial Future

On your way to Wealth

Our Wealth Program is for those wanting to take their next step with Wealth creation and create financial security. The program will provide the confidence to improve and secure the financial foundation you have already created.

Grow Your Wealth

Quality Wealth Management

Our Wealth Management Program is designed for those with an existing well established base — we can offer you the advice you need to grow and get the best return on these assets.

Maximise Your Wealth

Why Choose CCA Financial Planners?

Long & Proud History
since 1989

Award Winning
Smart Advice

Unique Transparent
Software

Quality
Polices

Certified
Financial Planners

Help when you need
it most – At claim time!

Latest News

Aug12022

Why asset allocation is key to investment success

InvestmentAugust 1, 2022

Asset allocation is the biggest determinant of investment returns. Here’s why taking the time to get it right matters. Choosing investments on a whim based on current market conditions is unlikely to be a winning strategy in the long-run. What should come first, and what is perhaps fundamentally more important than picking the right investments,…