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.
We want to help you get the most from your retirement savings.
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.
Our team is on a single mission: to help our clients have the retirement they dreamed of. Nothing delights us more than helping our client’s dreams become a reality. Book a discovery call now to find out more about how we hep you!
Our typical clients are over the age of 55 and want a plan in place to get the most out of their retirement savings.
We value the long-term relationships that we cultivate with each of our clients and want to be there to help you on an ongoing basis.
Our clients want an adviser that they can trust. An adviser that is working for them, and not a big institution.
You need to know that we are the right advisers for you, that we can give you the help you need. You need to know how much we cost, and the value we will provide. We invite you to start this process by booking a completely free discovery call.
We’ll have a quick discussion about your situation and you can ask any questions you like about our services. We can then book you in for the first meeting.
In the first meeting we will get a clear understanding of your situation and what is important to you. We’ll explain what you can expect from working with us. If, after this meeting, you would like to continue the process CY Financial Advice will start working on your proposal.
We’ll outline the advice we will give you and what it will cost to deliver this advice. There is no pushy sales tactics here. If you see value in what we propose, then we can start working together.
Don’t hesitate to ask, we are here to help you!
We’ll have a quick discussion about your situation and you can ask any questions you like about our services. We can then book you in for the first meeting.
68 South Terrace, South Perth WA 6151
1300 297 384 or (08) 6371 5000
help@cyfinancialadvice.com.au
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