Want to grow and protect your wealth? We can help
The right advice can help you maintain your current lifestyle, while making sure you’ll also have a great lifestyle tomorrow. Ensuring that your wealth is also protected, no matter what life throws at you, is key to your peace of mind.
Learn More Ask Us HowMaking the right financial decisions is all about taking the time to plan.
So what is Financial Planning?
A financial plan is really a life plan that seeks to help you attain your short and long term financial objectives. Identifying these objectives will lay the foundation for your financial plan for the rest of your life.
We take a good look at your current position – your assets, liabilities, insurance coverage and investment or tax strategies - and then we make recommendations that allow you to best achieve your objectives. Once a plan that works for you has been established, your financial plan is ready to be put into action.
Ask us a question
But what if my circumstances change?
Life happens. Your circumstances, lifestyle and even your financial goals are likely to change over time.
A financial plan needs regular review and maintenance to make sure the road ahead is as smooth as possible and that you get to where you want to.
Even in situations where everything is running smoothly, regular reviews of your financial plan are a good idea simply to ensure that you're still getting the most out of it as possible.
Book a FREE appointmentAre you doing everything you can to create the future you’d like to live?
A question? An appointment?
Cullen Private Wealth welcomes your enquiry. To ask a question or to book your FREE initial consultation simply complete and submit this form and we'll get back to you within 24 hours.
For your convenience we are happy to arrange meeting times after hours as well.
- 7/114 Majors Bay Road, Concord NSW 2137
- (02) 9743 3850 or 0419 263 745
- dc@cullenfp.com.au