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CFL Financial location Level 9, 360 Queen Street Brisbane, QLD 4000
fax CFL Financial 07 3328 8999
phone CFL Financial 07 3328 8988
Email CFL Financial mail@cflfinancial.com.au

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Retirement-in style

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.

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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.

Client stories – Craig Buntain

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!

My wife and I have been clients of CFL Financial Planning and specifically of Craig Buntain for over 10 years. During this time Craig has always provided us with sound and timely advice designed for our future financial security.

We have always been impressed by Craig’s insight into market conditions and while we appreciate that financial markets can be unpredictable, his recommendations have been worthwhile more often than not.

We are now retired and ‘enjoying’ Craig’s earlier advice. We would recommend Craig and the team at CFL Financial Planning to anyone who wants a sound financial plan, particularly for the long term, and whether a professional or not.

Bob and Valerie Wood

 

I have a Self-Managed Superannuation Fund that has been managed by CFL since it was established 16 years ago.

In January 2007, Craig Buntain took over my portfolio as Financial Advisor and has continued in that role ever since.

Craig has offered sound financial investment and planning advice that has seen my portfolio increase in value during this period.

I am now retired and able to live a very comfortable life as a result of Craig’s advice.

On several occasions I have referred friends to Craig for financial advice and they have subsequently placed their investments in Craig’s hands.

Ray Moore

 

Having worked in the financial services industry since 1986, I have had the pleasure of working with many people over the years assisting them reduce their financial risk and in many situations, assist in achieving their financial goals.

But when it came to looking at my own financial circumstance, leaving it to me alone was too great a chance to take.

Not because I am not capable, but I was afraid of being another Cobbler!  One that repairs everyone else shoes whilst he is in bare feet.

This was always a fear for me, so I sought a second opinion, a financial coach so to speak.
We needed a firm that we could trust with our hard earned. The people would need to have a great degree of knowledge around Superannuation and strategies for pre and post retirement (my focus).

Advisers we can talk to when markets are skittish or going south. No Ponzi schemes please and we did not want to leave things to chance. The relationship would be one of collaboration.

Strategies provided from where we could choose what option works best for us.

Since 2008, I had the benefit of being at various conferences and professional development days where I was able to observe Craig and Steve to understand they have a terrific depth of knowledge around strategy.

This was one of the reasons Craig was chosen to provide us with advice, keep an eye on our investments and assist us achieve our financial goal (retire at age 100!)

I would recommend CFL to anyone who is time poor but has a strong focus on their wealth creation or retirement needs.

Joseph BurkeLife Insurance Specialist

 

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 to help achieve your goals.

Craig is passionate about empowering his clients to achieve their goals and provides guidance and support based on your personal circumstances.

I have no hesitation in recommending Craig and his team at CFL for their passion, commitment to their clients, and continuous communication aimed at providing the outcomes you desire from your financial plan and investments.

John Nickolsretired WHS Professional

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Retirement-in style

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.

Retirement-prosperity-thumbnail

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.

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Email:
Phone: 07 3328 8988
Fax: 07 3328 8999

Office Location:
Level 9, 360 Queen Street
Brisbane
QLD 4000

Postal Address:
GPO Box 2468,
Brisbane,
QLD, 4001

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