CU Financial planning is a boutique practice located in Sydney CBD and is a specialist in the Pre Retirement/Retiree sector. We also advise on Aged Care and Centrelink planning. Additionally we service the wealth accumulators and Life Insurance advice and provide strategic advice to SMSF (Self Managed Superannuation Fund).
From your 30s through to your 70s and beyond, we can make a real difference - with advice and service tailored to your individual requirements. The sooner we get started. CU Financial Planning provides strategic financial planning solutions that are tailored to meet your specific requirements. We focus on building long term working relationships and.
From your 30s through to your 70s and beyond, we can make a real difference - with advice and service tailored to your individual requirements. The sooner we get started. CU Financial Planning provides strategic financial planning solutions that are tailored to meet your specific requirements. We focus on building long term working relationships and.
Services
Anjan implemented a Credit Union business model where Client interest was of paramount importance and would offer clients a better value proposition, along with a more personalised service tailored to the needs of the client. At CU Financial planning we offer a fixed fee for service structure. This means you know exactly how much you will pay upfront and the ongoing fee stays the same for the next 12 months.
We are a boutique financial planning practice and have a small client base which we are proud of drawn mostly from the Credit Union and their family and friends. Our business has stood the test of time, and now boasts a proud client association of more than 13 years. Anjan has 31 Years experience in Financial services including 15 Years as Senior Financial Planner.
CU Financial Planning provides strategic financial planning solutions that are tailored to meet your specific requirements. We focus on building long term working relationships and understand that the key to sound financial planning starts with listening to you and understanding your current situation.
Financial planning advice helps you make the most of what you have while you create a comfortable future for yourself and your family. It's based on your goals and dreams, and includes tax planning, investments and your financial security. Financial planning advice is also about providing you with the information and advice you need to move in the direction you want to take.
Our thirties and forties are hectic and stimulating, but very demanding - on our time, our emotions, our health and our finances. Responsibilities are mounting. There seems to be precious little time for ourselves and precious little money left over for anything other than the necessities. It's a time when we start to realise that we're not immortal.
Reviews (1)
Simons George
Nov 03, 2017
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