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Level 23, 25 Bligh Street

Financial Advice Services

Financial Planning – integrating the 6 Pillars of Financial Success and Security in a Personal Financial Plan. Focus on harnessing Cashflow, building and preserving Assets, controlling Debt, minimising Tax, and protecting individuals and their families with a tailored Risk and Estate Plan.

Ongoing Review and Advice – regular (Quarterly/Half Yearly or Annual) review of your financial situation needs and objectives, using CADTRE’s information, analysis and advice process. Focus on cashflow management, addressing issues and progress towards your planning goals and objectives. Specific advice and service areas include –

  • Financial Health Check
  • Comprehensive Financial Plan – covering all 6 financial Pillars
  • Specific Advice – one or more of the 6 financial Pillars as agreed
  • Cashflow management system and Term Deposit management service
  • Superannuation – Personal Super and SMSF (Self-Managed Super Fund) advice
  • Investment advice – Investment Strategy and Review focusing on liquidity, income and real returns, diversification, risk and volatility
  • Portfolio management and investment administration services
  • Managed Funds and Direct Shares advice
  • Finance – Personal Finance and Home Loan Service
  • Insurance – Personal Insurance advice

CADTRE Fact Sheets
pdfYour Cashflow
pdfYour Super Fund