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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.

Joseph Burke

Posted on Mar 24, 2016 by CFL Financial

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

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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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