We pride ourselves in communicating and presenting our advice with transparency, reliability and ease of understanding. We aren’t about the individual transactions but about long-term goals and team-work. 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.
We believe that every Australian deserves unbiased, unconflicted advice. Unfortunately, most Financial Planners have ties to big institutions and product manufacturers. We believe this makes it impossible for them to deliver truly independent advice.
We are an independent financial planning firm that is not aligned or beholden to any financial institution; therefore you can trust that the advice we provide is unbiased and specifically for you and your needs.
All advisers at CY Financial advice are certified independent. Only advisers who have satisfied the most stringent standard of independence in the profession are certified independent.
What we won’t do
- We don’t get commissions or kickbacks
- We don’t sell insurance
- We won’t invest your money without a plan
- We will never suggest anything that we wouldn’t recommend to our parents or friends