Financial planning ensures your financial goals can be met through the development of comprehensive and effective strategies that will strengthen your financial security. These strategies provide a source of income other than your business or employment income.
Our qualified and experienced team are able to discuss with you your financial options, providing a three stage service in financial planning:
A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australia and overseas shares, and managed investment funds to name a few.
Don't take unnecessary risks with your future. Allow the professionals at CGS Financial Services Pty Ltd to guide you towards achieving your financial goals.
ABN 19 001 974 625
CGS Financial Services Pty Ltd are positioned to offer you a tailored and innovative solution to your financial planning needs. Through the careful analysis of your existing and desired financial position, we can assist you in making the right choices to get you to where you want to be; whether that be a share portfolio, new boat, or to retire a few years earlier, we can help you with where you are now, and where you aspire to be in the future.
CGS Financial Services Pty Ltd is an Authorised Representative of Count Financial Ltd ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 17, 1 Margaret Street, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 17, 1 Margaret Street, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.