CPR WEALTH is a leading Financial Services provider having been established since 1990. Our offices are situated in Penrith and Miranda, Sydney, NSW but via our use of available technology our clients are afforded advice services no matter their location, allowing the continued relationship between client and adviser.
CPR WEALTH advisers take the time to connect with and listen to our clients concerns - Identifying their needs and dreams enables us to bring together a plan that focuses on securing their financial well being and achieving their lifestyle goals. We are aligned with the Pinnacle Advisory Services Group which has collectively helped thousands of individuals with their financial planning needs over a number of years.
CPR WEALTH advisers take the time to connect with and listen to our clients concerns - Identifying their needs and dreams enables us to bring together a plan that focuses on securing their financial well being and achieving their lifestyle goals. We are aligned with the Pinnacle Advisory Services Group which has collectively helped thousands of individuals with their financial planning needs over a number of years.
Services
There is so much information about the various options and strategies for creating wealth out there that many individuals are just uncertain as to which way is the best way to go. Through our experience we find the majority of people just want to make the most of what they have by taking advantage of the opportunities available and avoiding costly mistakes.
Personal Insurance and wealth creation go hand in hand. An effective risk management strategy is crucial to ensuring your long term financial success. At CPR Wealth we believe that a comprehensive financial plan should address the need for Life insurance, Total and Permanent Disablement insurance (TPD), Income Protection insurance (IP or TSC) and trauma Insurance.
Careful planning before you retire can make a big difference to your superannuation balance and other investments in your retirement nest egg, making it last longer and giving you peace of mind that you're hard earned wealth is protected. Our aim is to assist you to invest and structure you accumulated wealth so that you can generate sufficient income to meet your living expenses in retirement.
Retirement is the time to reap the rewards of your working life. For some, it might be time to enjoy favourite hobbies or spend time with your grandchildren. For others, it may be a time to travel and explore the world, follow your passions or take on new challenges. The amount of pre-retirement planning that has been put in place will make a significant difference to the retirement assets available.
There are many reasons why you may decide to change jobs. It may be due to seeking improved career prospects, being head hunted due to demands for your skills and experience within your sector, a complete change of careers, or you may have a change thrust upon you through being made redundant. Over the years there could be many reasons that your career prospects change and improve.
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Mercy Vick
Apr 18, 2020
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