Financial Planning

Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.

Our qualified, experienced team can discuss your financial options with you and provide a three-stage service in financial planning that includes:

  • Initial financial advice
  • Implementation of a financial plan
  • Ongoing investment portfolio management

A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australian and overseas shares, and managed investment funds, to name but a few.

Don't take unnecessary risks with your future! Allow the professionals at CGH & Associates to guide you towards achieving your financial goals.

Get in contact

  • CGH & Associates, Chartered Accountants
    Suite 5, Belvedere Apartments
    82-86 Allison Crescent
    Menai NSW 2234

    Phone: 02 9543 5217
    Fax: 02 9543 6209
    Email: info@cghca.com.au
    Make appointment