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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

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!

I have been a client of Steve’s for the best part of 15 years now, and over that time Steve has always conducted himself in a friendly and professional manner,  he has always been respectful and honest in our dealings.

Steve takes the time to listen! I have always found his advice to be measured, thorough, and based on research. Importantly, he always makes himself personably available for meetings or just a friendly phone chat of reassurance, in many cases he will go over and above what would be expected of him.

I have no hesitation in recommending Steve as your financial advisor!  He would definitely be an asset to you.

Peter – Retired Business Owner

For the last 15 years Steve King has been my financial advisor, both in relation to my personal investments and the investments of my SMSF.

Over that period I have had extensive and regular dealings with Steve in relation to financial planning and investment matters, involving at least 2 — 3 meetings per year, and consequently I believe that I am well qualified to comment on Steve’s ability, integrity and character.

Steve is very honest and trustworthy, he communicates in a way which is easy for the average person to understand and I have always found his advice to be both comprehensive and balanced.

Further, I have found that Steve has a wide knowledge of various financial and investment products which allows him to tailor his advice and recommendations according to the client’s individual circumstances and requirements, and he always ensures that any potentially negative implications of a particular investment are explained and analysed before a decision is made.

Based on my dealings with Steve I would therefore have no hesitation in recommending him to anyone looking for sound and reliable financial or investment advice, and in fact I have often done so in the past.

If required I would be happy to expand on the above comments for the purpose of endorsing Steve as a first-rate financial advisor.

Tim & Karen – Solicitor & Principle

We have known Steve King for about 15 years, during that time he has provided us with sound and ethical financial guidance.

Steve is always happy to be contacted for advice and communicates advice in a way we understand.

We would have no hesitation in recommending Steve for professional financial advice.

Graeme & Lyn -Retired General Practitioner

I have known Steve King professionally as a Financial Planner to my family and myself since October 2004. He has been a representative of CFL Financial Planning for the entire time I have known him. During this time Steve has always shown himself to be a capable, highly professional and respectful person.

He has demonstrated to me his ability to listen carefully to our needs and then to independently carry out and clearly present his assessment of various options to address those needs. When appropriate he has recommended other professionals to assist us when the scope of our request required expertise outside that normally provided by a Certified Financial Planner.

He is hard working and conscientious, takes ownership for the work which he is requested to carry out and applies himself diligently to the task at hand. Three attributes in particular which are commendable are Steve’s good communication skills, his firm grasp of world financial markets and his high ethical standards.

I wouldn’t hesitate to recommend Steve King as a professional financial planner to any individual or organization and I wish him well in his future pursuits.

Steven – Retired, Environmental Engineer

I have known Steve King for 15 years and have found him to be a man of honesty, integrity and loyalty. He has always been professional and is highly competent in his field.

Steve’s first priority is his family and his concern and empathy is reflected in his daily dealings.

I have no reservations recommending him for any career ventures. He is highly capable, intelligent and adaptable.

Kerry and Sue - Retired Pilot, Cathay Pacific

I am a Practicing Accountant and operate a regional accounting practice with 18 staff. I have had the privilege of working alongside Stephen King for more than a decade as both a business operator and in regard to mutual clients affairs.

Right from the outset of our working relationship Stephen has proved himself to be professional, dependable, honest and capable of dealing with our clients affairs in a friendly, reassuring and courteous manner.

As you will appreciate recommending a professional adviser to one’s own clients is an onerous and sometimes “risky” undertaking, particularly for someone like me who takes  referrals very seriously. Stephen has my confidence and I do not hesitate to recommend him to my clients.

As a business operator Stephen has demonstrated the skills required to conduct a successful business and is a responsible and proficient managing director.

Stephen also advises me in relation to my own self-managed superannuation fund. In that capacity I have appreciated Stephen’s wise council and assistance in setting direction for my fund.

Steve - Practicing Accountant

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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contact us

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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