Join our great lite program for all your Money Management needs.
“I realised that the absolute foundation of quality financial planning advice all starts with cash-flow management and ensuring all bank accounts and investments are properly structured. That’s why I offer a lite version of our services to get our clients initially sorted prior to further financial advice strategies that will be required in the future. Money Management 101!! It gives me confidence to understand my clients ability to invest or pay down debt and it gives my clients the confidence and transparency that is so important when it comes to money and finance.” says Owner and Principal Adviser Oliver Carrington
What the lite offer gets you.
– Understand your whole finance position in one easy location. Get that peace of mind and control back you so desire knowing CFG will be helping you completely along the way!
– Your dedicated finance coach to do all the paperwork and legwork to get you properly set up Including regular One on One meetings/check-ins with Ollie (your coach) for all your questions and progress at your request
– Relieve the stress of NOW knowing where all your money goes with specialist reporting via your finance team and your personalised APP CFG provides you.
– Store all your financial documents and information in one easy secure place – No more lost paperwork!
“the CFG App is just like a fitbit for your finances”
– See your Total Wealth in one spot including all your bank accounts, loans, property and car values plus your superannuation and investments
– With CFG”s help set goals to help you achieve your financial dreams and track how you are progressing with reminders and milestone messages to keep you motivated
– Download CFG’s E-books in Home buying Essentials, Property Investment tips and What Homeloan is right for you straight from your app
– Access to ALL Ollie”s educational videos via the app
– Phone, Email, Facebook or text Ollie anytime for any ad hoc questions or help via the app
Click the below subscribe button today.
Once your payment has been approved, we will email you an invitation to the Wealth Program and App along with your ‘Getting Started’ guide to read prior to the first catch up with Ollie, be that in person, using video call or phone.
Your monthly debit will take place automatically and shortly after your new very own CFG app will be set up for you.
