It’s common to put off making investment and financial planning decisions. But you need to take control. CFL Financial Planning can provide you with the best weapon for taking control — CHOICE!
Everything that CFL does is designed to challenge the traditional approach to financial planning with an efficient and professional approach that is simple and easy and will provide you with a better financial planning solution.
CFL Financial Planning will not only offer you financial security but will also get you on the path to financial prosperity. They will speak to you in ‘plain English’ and help you come up with simple yet smart strategies to help you achieve your goals. Their team works hard to provide excellent advice and superior experience by building life-long relationships with their clients. They also utilize a variety of market and industry-leading technology and customer servicing programs to ensure that they have the latest tools in financial planning. This is also an effort along constantly improving their systems and processes as they intend to provide the latest cutting edge financial planning solutions by engaging with industry leading technology providers to deliver cost effective and great value advice.
Because the company is privately owned and there is no parent company dictating their recommendations on particular investments or insurance products, CFL Financial Planning provides their clients with genuine advice with only their client’s best interest in mind.
As Certified Financial Planners™, they pride themselves for being at the pinnacle of the finance industry in terms of knowledge and qualifications. They are confident that their excellent strategy and product knowledge are second to none. Additionally, market leading experts make up their investment committee which employs superior product research techniques.
Who are they helping?
- Business owners or professionals who make good money by looking for simple and smarter ways to set up their financial future.
- Time Poor: Those who are struggling with the burdens of work and family and don’t have the time and/or resources to set up their own plan and do it well.
- Those who need a Plan because they feel like they are not building wealth fast enough. They ask themselves, “How much is enough for my ideal retirement?” or “How will I reach financial independence?“ and they know that they can’t keep doing the same things over and over again with the same inadequate results.
- Those who are ready to take action, set up a plan and stick to it.
CFL Financial Planning offers the following services:
- Pre-Retirement and Retirement Planning
- Superannuation and SMSF Advice
- Personal Risk Insurance
- Business Succession Insurance Planning
- Holistic Advice