Hi Marcello, Gordon and I would like to thank you very much for your careful handling of our finances. It was great to hear that with you advice, you have been able to demonstrate the our funds will last longer. It was very astute of you to suggest investing that lazy money we had sitting…
We are very appreciative of the comprehensive research that has been carried out on our investments. We are also appreciative of the various suggestions made to improve our overall financial situation. For some years CCA has guided us to a very happy retirement.
I have found Chris and Adam and the team at CCA financial planners to be very helpful regarding my financial situation, they are professional in every way and have given us great advice over a long period of time, I would recommend them to anyone looking at there financial future.
Marcello was wonderful, made the process of comparing quotes and applying for insurance very easy. He took the time to ensure that I understood all aspects of the process. I now have piece of mind that me and my family are looked after.
Dear Marcello, We are writing to pass on our sincere thanks for all your work in setting up our life insurance and income protection policies. No one expects to be faced with a serious illness diagnosis in their 30s and the requirement to examine your financial future in a completely different light. You quickly and…
Thank you for your email Zafar. Thanks to you and the whole CCA team for helping us set everything up. We have had a great experience and everyone was so helpful. We will be sure to refer friends and family to you in the future. We’ll be in touch if needed or will see you…
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.
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.
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.
With shares coming up to the one year anniversary of their pandemic lockdown driven lows on 23rd March 2020, the attached note takes a look at where we are in the cyclical bull market in shares and the broader investment. The key points are as follows: The history of cyclical bull markets in shares suggests…
