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We want to help you get the most from your retirement savings.

Contact - CY Financial Advice

What to Expect When You Contact Us

When you’re ready to take the next step toward confident retirement planning, the best way to begin is by getting in touch with us directly.
 
Once you reach out, we’ll arrange a Discovery Meeting with one of our experienced financial advisers. This is a 60 minute consultation designed to explore your financial goals, answer your questions, and assess whether we’re the right fit to support you.
 
Cost of the Discovery Meeting: $495 (incl. GST)
 
This is a one-time fee with no obligation to proceed further.
 
Following this meeting, if you choose to work with us, we’ll provide a clear outline of the advice and services we recommend, including any additional costs before you commit to anything further.

We get the best results by working with people over a 12-month period. We invite you to begin the process by sending us a message.