Cook & Cook Financial Services believes in the difference advice can make to our clients whatever stage of life they are at. Getting the right advice from our expert team means you can be confident you are on track to achieving your goals and aspirations. The first appointment is about getting to know each other and will be free of charge.
Come with your financial goals and details of your income, superannuation, debts, assets, and insurances so we can work out how we can help you. If you decide to proceed to the next stage, we will discuss all fees and charges with you at this point. We will not charge you until you are happy with the advice given AND happy with fees negotiated.
Come with your financial goals and details of your income, superannuation, debts, assets, and insurances so we can work out how we can help you. If you decide to proceed to the next stage, we will discuss all fees and charges with you at this point. We will not charge you until you are happy with the advice given AND happy with fees negotiated.
Services
At Cook & Cook Financial Services, our motto and goal is quite simple: we aim to help you secure your financial future. We're a family owned business who has provided advice to individuals and families within the community for over 25 years.
Since Martin Cook purchased the business from his father John in 2010, he has continued to work with his clients to understand what really matters to them and create a tailored plan that helps you grow, manage and protect your wealth.Cook & Cook Financial Services is licensed though Garvan Financial Planning, one of Australia's leading financial advice networks, with a long and highly reputable history.
Since Martin Cook purchased the business from his father John in 2010, he has continued to work with his clients to understand what really matters to them and create a tailored plan that helps you grow, manage and protect your wealth.Cook & Cook Financial Services is licensed though Garvan Financial Planning, one of Australia's leading financial advice networks, with a long and highly reputable history.
The common belief that "it won't happen to me" often means you have a plan to support your family, pay off your home loans and build wealth for retirement BUT most of us do not have an adequate plan to protect the very thing that generates the wealth-themselves!
Life Insurance, Total & Permanent Disability (TPD) Insurance, Income Protection Insurance (also accident & sickness) and Trauma/Critical Illness cover is designed to protect you and your family.This important protection is affordable, can be tax deductible and could be funded through Superannuation.
Life Insurance, Total & Permanent Disability (TPD) Insurance, Income Protection Insurance (also accident & sickness) and Trauma/Critical Illness cover is designed to protect you and your family.This important protection is affordable, can be tax deductible and could be funded through Superannuation.
Hard working and successful people are so busy with their work and other commitments that they neglect to focus on their own financial needs. Cook & Cook Financial Services can work with you to develop and implement a comprehensive financial strategy, assisting you to maintain - and grow - your wealth.
An ideal retirement should be the best years of your life. Free from full time work and the debt of your younger years, you should have many lifestyle options available to you. Despite having the good times to look forward to, readying yourself for retirement can be stressful and beset with uncertainty.
