WELCOME TO CFL FINANCIAL PLANNING

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.

CFL Financial Planning can provide you with the best weapon for taking control – choice!

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RETIRE

I WANT TO KNOW HOW MUCH I NEED TO RETIRE IN STYLE

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…?To find out how to Retire in Style, click here to make an appointment with a Financial Adviser. »

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TAXATION

I WANT TO KNOW HOW TO PAY LESS TAX.

What are you doing NOW to make sure you get more money into your super and pay less TAX this year? If your answer is nothing – we need to talk!To meet with a Financial Adviser and talk about saving tax and growing your super, click here... »

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SAVING

I WANT TO LEARN HOW TO SAVE MONEY.

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.To learn how to make the most of your income and put a savings plan in place, click here... »

DOWNLOAD YOUR FREE GUIDES HERE

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Retire In Style Checklist™

There Are A Few Reasons Why Business Owners Need A Retire In Style Checklist

If you’re a successful and Motivated business owner, and want to set yourself up for retirement, this guide would be perfect for you. My clients who follow these 3 simple steps live with comfort, security and the peace of mind that financial success brings.GET YOURS FOR FREE NOW »

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The Retirement Prosperity Guide™

Make Sure You Don’t Miss Out On The Retirement Prosperity Guide

If you’re a busy Professional and you feel like you’re not building your wealth fast enough and you want smarter ways to utilise your cash flow, this guide is perfect for you. Clients who have used our strategies have the peace-of-mind knowing they have a ‘game plan’ for financial abundance.GET YOURS FOR FREE NOW »

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Retire In Style Checklist™

There Are A Few Reasons Why Business Owners Need A Retire In Style Checklist

If you’re a successful and Motivated business owner, and want to set yourself up for retirement, this guide would be perfect for you. My clients who follow these 3 simple steps live with comfort, security and the peace of mind that financial success brings.GET YOURS FOR FREE NOW »

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The Retirement Prosperity Guide™

Make Sure You Don’t Miss Out On The Retirement Prosperity Guide

If you’re a busy Professional and you feel like you’re not building your wealth fast enough and you want smarter ways to utilise your cash flow, this guide is perfect for you. Clients who have used our strategies have the peace-of-mind knowing they have a ‘game plan’ for financial abundance.GET YOURS FOR FREE NOW »

CFL BLOGS

6 Signs Of Potential Business Collapse

Running a business comes with its share of challenges and uncertainties. While entrepreneurs strive for success and growth, it’s crucial to remain vigilant and recognise the warning signs of potential collapse. Ignoring these signs can lead to financial ruin and the eventual demise of the business. Here are some key warning signs that indicate a…

Read more

QUESTIONNAIRES

Your privacy & security are important to us. Your data will be stored and used in accordance with our privacy policy.

5 Minute Financial Health Check Form

Take our ‘5 Minute Financial Health Check’ for a quick guide to your current financial condition. (New and current clients).Take the Health Check Now »

How We Can Help You

Do you know if you need professional help managing your finances? This guide will help you answer that question based on your personal circumstances and stage of life.How We Can help You »

Changes Questionnaire

Complete our ‘Changes Questionnaire’ to notify us of any changes to your circumstances or current financial position. (Existing Clients Only).Changes Questionnaire »

FINANCIAL PLANNING IS ALL ABOUT MONEY!

It’s about making it, growing it, leveraging it, protecting it, enjoying it and preserving it.
As you can see, we offer a comprehensive service package. We look at your current situation across all six areas.
Of the many different strategies available, we identify those that are right for you, and that you’re comfortable with, and we implement those.

BENEFITS FOR YOU

OUR ADVICE PROCESS

CLIENT STORIES

When it comes to financial advice, you need to know that your adviser has experience and success working with people just like you. So if you’re wanting to know what to expect when working with CFL, you should check out what our existing clients have to say!

Schedule an Appointment With Us

OUR TEAM

Owner / Financial Adviser

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Owner / Financial Adviser

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CONTACT US

Drop us a line

Email: 
Phone: 07 3328 8988

Office Location

Level 3, 240 Queen Street,
Brisbane,
QLD 4000

Postal Address

GPO Box 2468,
Brisbane,
QLD, 4001

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