WHY CHOOSE US?

Our Value Proposition

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?

CFL provides more than just financial services and strategies and our clients have told us some of the most valuable things we provide are:

Understanding

We  make sure we have a complete understanding of you, and your life. This means that we consider your values, lifestyle and aspirations before tailoring strategies to your needs.

Certainty

It’s all about, clarity and direction. We will help bring order to your financial life, by getting to know where you are today, where you’ll be tomorrow and your dreams for the future and assisting you in getting your financial house in order.

Objectivity

We act as your sounding board, bring insight from the outside and lead you to make informed decisions. We will ask questions that will challenge your thinking to help you avoid emotionally driven decisions in important money matters.

Transparency

All fees are straightforward and transparent. What you see is what you get. Initial and ongoing fees are based on the complexity of your situation and advice you require.

Privately Owned

There is no parent company dictating particular investment or insurance products. That means that the financial advisor provides you with advice that is purely and simply, the best for you.

Accountability

We will help you follow through on financial commitments, by working with you to prioritise your goals, show you the steps you need to take, and regularly review your progress towards achieving them.

Education

We will provide the necessary resources to help you make better decisions, and explain the options and risks associated with each choice.

Relationships

We love working with successful people to help them achieve even more. We like seeing happy and satisfied clients, knowing that we have done our job, and done it well.
We know that our advice pays for itself in the short term, but what we help you to achieve over your lifetime is almost incalculable and to us, that means something special.

Partnering with CFL is not about a quick fix; it’s about improving your life, one decision at a time. We love working with people who realise that by getting the right help to make better choices, they can achieve financial prosperity.

So if you want to partner with a team who Care and are prepared to lead you, challenge you, motivate you and nag you to help you achieve your dreams, then give us a call.

DOWNLOAD YOUR FREE GUIDES HERE

(MOUSE OVER THE IMAGE TO FIND OUT MORE!)

null

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.

null

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.

Schedule an appointment with us

CFL FINANCIAL PLANNING IS SUPPORTED BY

Astute FAAA Logos