Grow; protect and maximise your assets.
Our total wealth management program aims to help grow, protect and maximise your assets to give you crystal clear confidence that will truly empower you to:
Dream… Plan…. Do…..!
If you have established an asset base — business or investment — we can offer you comprehensive advice so you can grow and get the best return on these assets.
CCA Financial Planners experienced certified financial planners have a combined wealth experience of over 65 years with a reputation for truly delivering excellent wealth management advice in Melbourne and surrounding areas.
Our Wealth program will help you achieve financial success making smart decisions every step of the way, navigating the financial maze giving you the confidence that will secure a retirement you can truly look forward too so you can…. Retire in style!
Who Is This Program For?
This program is ideally suited to people who want:
- A crystal clear plan for their financial future
- A support team who will help with financial and administration questions on a ongoing and regular basis
- Regular reviews of plans; actions; strategies and investments by a certified financial planner professional
- Financial advisors who take the time to listen and care about your situation
- Want expert advisors who keep up to date on the latest financial and economic changes and issues
- To proactively reduce tax legally and put these savings towards building your wealth
- Transparent; proactive and regular communication on issues that could effect you
- To implement comprehensive strategies and actions based on solid proven advice
- Have established an asset base (either business or investments) and want expert help and advice to further grow and protect those assets
- May be a high income earner; owns a business within 10 years of retirement and or already retried
Still not 100% sure if this program is the right for you, then call our passionate team who will be happy to discuss your circumstances to help you find the most suitable program.
What Does This Program Involve?
Our Wealth Management program is specifically designed to help you implement step by step proven strategies to grow; protect and maximise your current assets.
Advice is provided in two main stages:
- Initial planning and recommendations – usually discussed over the course of 3 meetings – Meet and Greet, Planning and Recommendations
- Our Wealth Management Program has been developed based on proven strategies and methods. It includes:
- Ongoing access to a Certified Financial Planner Professional – (highest educational standard)
- Ongoing access to the CCA Financial Planners team
- Up to four formal portfolio review and rebalance meetings per year
- Up to four reviews of your financial plan per year
- A written report detailing these reviews
- Project management
Our certified financial advisors and planners are experts in their field and are passionate about providing you with the best quality advice and guidance.
We are Victoria’s go to leading edge financial planning firm, helping our clients transform their lives by providing the clarity and confidence to secure their financial future.
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