CCA FP
401 Docklands Drive - Aquavista Tower, Docklands Drive, Docklands VIC
(3)
401 Docklands Drive - Aquavista Tower, Docklands Drive, Docklands VIC
(3)
In a nutshell, CCA makes complex financial strategies simple.
We make finance manageable by taking clients on a journey through our very own pathway to wealth program.
The program is designed to:
1. Provide a clear path to achieving your financial objectives
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3 customer reviews
Trevor Bellchambers
The empathy & personal touch from Chris & his team throughout the process of insurance claims & setting up our super funds have been nothing but fantastic. In a really difficult situation in my life, they have made the whole process so easy. More...
Annesley Wright
As far as Wealth Managers go CCA go the extra mile.
They hold your hand through the troughs and celebrate with you in the peaks.
The team including Zafar and Chris are very professional, competent and confident.
Zafar in particular is willing to share his SKE (skill, knowledge & experience)
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Helen Tong
Both my husband and I have been clients of CCA for just over a year.
Truthfully, we were slightly scared at the beginning as you have to put your trust and your future savings in their hands.
Further, it was all new to us as our parents never sought advice from anyone.(I wish they had).
A year on we couldn't be happier. The staff are so professional, and welcoming.
The staff have also assisted in other matters and I must say their patience and professionalism is outstanding.
We highly recommend CCA Financial Planners.
Regards
John & Helen
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Reply from CCA FP
Thanks Helen My team and I have thoroughly enjoyed working with you to help you retrieve in confidence. Were glad we could help. Cheers Chris
What do you love most about your job?
Empowering clients to achieve financial success by helping them navigate the financial maze with confidence that will truly empower them to DREAM… PLAN…. DO……
What inspired you to start your own business?
The jargon; complexity and fear in our industry create confusion which leads people to do nothing and achieve financial failure led me to create my own business to provide clear transparent advice so clients can achieve financial security with confidence .
Why should our clients choose you?
Our team of financial advisors offer tailored financial advice programs that cater to people at all stages of life.
We will provide you with a complete picture of your finances, reach your goals and get the most out of your financial position with a 100% transparent program that is customised to your individual circumstances.
Superannuation Advice
We provide advice on growing wealth in superannuation that is tailored to your personal scenario.
Personal Insurance Advice
We help clients navigate the complex insurance maze and give personal recommendations on the products we believe are right for them.
Products we specialise in Include:
- Life Insurance
- TPD Insurance
- Income Protection
- Trauma Insurance
- Business Expenses Insurance
Specialised SMSF Advice
As part of our superannuation offering, we can also assist clients in engaging in Self-Managed Super Fund strategies if it is right for them.
This can include:
- Owning properties through an SMSF
- Establishing a cost-effective SMSF
Estate Planning
We provide solid estate planning solutions to take care of an individual's wealth once they have passed.
Our services include:
- Advice on Wills
- Advice on Enduring Powers of Attorney (EPOA's)
- Beneficiary Nominations (Insurance and Superannuation)
Retirment Planning
At CCA, we help clients ease into a financially smooth retirement.
This includes:
- Age-Based Pension Advice
- Centrelink Planning
Business Insurance
We also specialise in recommendin insurance regarding business coverage.
This includes:
- Buy/Sell Insurance
- Key Person Insurance
- Group Insurance
Quality Wealth Management
We provide advice on personal investments and show our clients how to build long term sustainable wealth.
Property & Debt Advice
At CCA, we also provide property advice and how to manage your debt position to secure a free financial future.
Tax Planning
At CCA, we show clients how to utilise various structures and techniques which can help improve their tax position and bolster their financial position.
