Financial Planning

An overall financial strategy is essential to help you reach your goals. Corinne will develop a financial plan tailored to your circumstances. Your plan could cover areas such as debt reduction, saving, borrowing to invest, risk insurance, superannuation and estate planning.

Superannuation and Retirement Planning

Superannuation is the foundation of most retirement plans. Corinne will review your existing arrangements and make recommendations to maximise the benefits of superannuation for your retirement funding.

Risk Protection

Financial support in the event of adversity is important to the success of a financial plan. Corinne will review your current personal insurance portfolio and make appropriate insurance recommendations to financially protect you and your family in the event of disability or premature death.

Estate Planning

Estate planning is an important part of your overall financial plan to protect your family and yourself. This includes ensuring you have considered your will, powers of attorney and guardianship. Corinne will make estate planning recommendations tailored to your situation.

Aged Care

Many people need extra support as they age, whether in the form of support at home or perhaps entry to a nursing home. Corinne can provide advice in this complex area and help you to understand the costs and care options available.

At CGFP we can help put together a package for you based on your individual circumstances.

General Advice Warning: 

The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services Pty Ltd (PIS) Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither PIS nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.