FACT - Almost one-fifth - or 18.5 per cent - of the Australian population have 'no-idea' how much money they would need to fund their retirement.? What are you doing NOW to make sure you get more money into your super and pay less TAX in 2019? Money does not come with an instruction manual.! The issues you face when trying to make it, grow it and preserve it are incredibly complex and multifaceted.
Everything we do at CFL is designed to challenge the traditional with an efficient, professional and most of all simple and easy approach to financial planning, that will leave you with a better financial planning solution. It's common to put off making investment and financial planning decisions. But you need to take control.
Everything we do at CFL is designed to challenge the traditional with an efficient, professional and most of all simple and easy approach to financial planning, that will leave you with a better financial planning solution. It's common to put off making investment and financial planning decisions. But you need to take control.
Services
CFL Financial Planning is 100% privately owned and operated with more than 20 years experience helping clients manage their financial affairs. We have a Joint Venture arrangement with the national advisory firm, Madison Financial Group. This venture allows us to maintain the personalised service our clients have become accustomed to, but with the resources, knowledge and strength of a national organisation.
I've been a Financial Planner here in Queensland since 1996 where I've worked closely with accountants to help successful and motivated business owners develop a successful 'game plan'. The majority of my working life has been in and around finance. During that time I've done everything from open the mail to developing complex investment, superannuation.
We could give you all the expected answers which would typically focus on goal setting, financial modelling, investment strategies and portfolio management etc. and how this helps our clients minimise tax and improve their financial situation. We could also talk about our qualifications and experience.
What if you could retire with more Choices, financial Freedom and a prosperous Lifestyle? What if you could work with a team of experts who show you what's possible for you, not just sell you a product? What if you had a step by step plan of action with tailored strategies in place to get you to where you want to be?
John Nickols - Retired WHS Professional If you are approaching the cusp of retirement or just looking to restructure your financial affairs to achieve your goals for financial independence later in life, Craig Buntain and his team at CFL Financial will assist you to analyse your personal circumstances, recommend strategies and compile a financial plan.
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