CCA Priority Claims Service

Review of benefits available Assistance in completion of claim form Assistance with financial records required book necessary appointments with Doctor/s Fast track Doctors completion of medical history or report Submit documents on your behalf liaise with underwriters and claims staff Liaise with your Accountant confirming your financials Professional… Experienced… Caring Through our experience, we understand…

Why risk your financial future?

PROTECTING YOUR INCOME, YOUR FAMILY AND YOUR FUTURE Our society has become used to everything being “quick and easy”. Unfortunately, that can also apply to the process of insuring your income and your financial well being. Many people that have taken insurance via on-line or telephone sales people have unfortunately found that they were not…

Private Investment Strategy and MLC CPI Plus

An Interview with Michael Karagianis Senior Investment Strategist, Head of Portfolio Solutions, MLC. In this Video Dennis Jones, Senior Financial Planner, CCA Financial Planners asks about the priorities for High Net Wealth clients in retirement — protecting capital and generating reasonable returns, Overview of the Private Investment Consulting offer for high net worth clients, How…

VIDEO – Benefits of Self-Managed Superannuation Funds

SMSF VIDEO In this Video Dennis Jones and Damien Butler talks about Benefits of Self-Managed Superannuation Funds. Self-Managed Superannuation Funds offers Flexibility and Variety of Investments options. Some Key benefits of SMSFs 1. Control 2. Choice of Investment 3. Transparency 4. Succession Plan Damien also talks about Cost of Managing Superannuation Funds and maintaining insurance…