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The Corporations Act requires that recommendations made to clients are consistent with the person's financial needs and objectives, are made on a reasonable basis, and in writing. The information that we provide on this website is of a general nature only.  It is not intended to be, nor should it be relied upon as, financial planning advice.  We can only offer our advice to you after meeting with you and gaining a thorough understanding of your personal circumstances and objectives. We only provide our advice in writing, after careful consideration of these and other factors.

Once you become a client of CCFM Financial Group, you can expect a high level of personal ongoing service which includes all of the following:

  • A full financial planning service including wealth creation, wealth protection and lending.
  • Ongoing personal attention – you will always be able to contact us or talk to us if you need to.
  • Ongoing communication.
  • Dedicated client services team.
  • Scheduled face to face reviews.

We also have excellent relationships with solicitors and accountants to whom we may refer you for further specialist advice in taxation planning and legal matters such as estate planning.

 

 

    The information contained on this website is provided in good faith. While the contents are obtained from various sources that are deemed reliable, it is not guaranteed as accurate or complete and should not be relied upon as such. It is recommended that you seek independent, professional advice before acting to ensure that your personal needs and circumstances are considered and met.

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