Victor Idoko at CFV Services
680 George Street, Sydney NSW, Australia
(1)
680 George Street, Sydney NSW, Australia
(1)
We provide premium service to our clients, this ensures they feel comfortable with advice and also with the process. Financial Planning sets people apart as those who receive advice have happier and live more fulfilled lives. So we ensure people feel valued and enjoy the process.
1 customer review
Jonathan
Victor was outstanding and very helpful. He helped me with my superannuation, insurance and budgeting. I highly recommend his services.
What do you love most about your job?
I love impacting people's lives by showing them and giving them the most appropriate advice. My happiest days are when a client calls to tell me they have reached their goal of buying a house, retiring, providing a deposit for their loved ones, when they are receiving money due to an injury and when they are reducing working hours because their portfolio can now provide for them the required funds to do so.
Cash Flow Coaching
It is not only about how much you earn but what you do with what you earn and how you manage this.
We help clients better manage their cash flow to enable them have better financial peace of mind and opportunities to hit their goals.
With an improved cash flow, you can investing more, build more wealth and enjoy the things you want more.
Investment Advice
We provide advice on what assets to invest in, and how this can play a role in achieving your goals and enjoying financial freedom.
We show you some modelling to give you a clearer picture of what your investments could look like after a certain timeframe.
Retirement Advice
Retiring comfortable can be a very desirable time of life, as you get to reap the benefits of what you have saved over your life.
We work with clients to ensure they can have a 'comfortable retirement' and ensure they are using the tax savings we employ to increase their retirement funds.
Asset Protection
We discuss and provide protection advice to ensure you care covering the most important things in your life. We ensure you have considered all the necessary things especially for families, single income households, parents, ambitious individuals.
We encourage our clients to take a fee for service and would prefer not to take commissions.
Property Modelling
We have property modelling to ensure you have considered your potential cash flow, taxes and wealth positions when you are looking to purchase a property.
DIY Share Investing
We offer educational (one on one) sessions to teach people how to invest in shares and the things to look out for to ensure they are taking making the right decisions when engaging in Do It Yourself share investing.
Debt Structuring and Advice
We model how debt should be structured and how this can help you in your wealth creation journey.
Ongoing Service (Incorporates All In Package)
About 80% of our clients want to be long term clients and we are happy to help them on a yearly basis with all the necessary financial strategies needed.
