Book a 15-minute
initial phone call with an Adviser

We will discuss your current situation and the financial goals that you have.

Based on this, we will be able to detail how our services may be of benefit to you and give you an understanding of what you can expect from being a client of CY Financial Advice. If we believe we can assist you, you will be invited to attend an in-person meeting for a cost of $495.

CY Financial Advice is an independent financial planning firm that specialises in retirement planning. We have no ownership links or affiliations with financial institutions, superfunds or insurance providers. We do not accept commissions or any other renumeration that may influence our advice.

Have the
retirement you dreamed of.

You can be assured, in alignment with our ethics and independent status that this review will not be a sales pitch or a hard sell. We will do our best to help you as much as possible and there is no obligation to engage with us for additional services. We are specialist retirement planners and will be able to help answer many questions that you have including:

  • Am I eligible for the age pension?
  • Can I get the health care card or any other government benefits?
  • Am I on track for retirement?
  • Are there any strategies that I should be looking at?
  • Should I review my superfund?
  • What should I do when I do retire?

Grandpa with his grandchild