Corporate Financial Planning Information

Corporate Financial Planning is a boutique financial planning practice based in Sandy Bay. It specialises in funds management and risk insurance and incorporates both investment and superannuation planning. Corporate Financial Planning combines more than 24 years of experience in investment strategy and management and currently has over 110 million dollars under management and advice. Corporate Financial Planning also specialises in life insurance and income protection insurance. Corporate Financial Planning is a Corporate Authorised representative of Dover Financial Advisers, a dealer in securities and a non-aligned product provider. Dover enables us to offer you the best product that meets your needs, rather than promoting products from a particular dealer group. Financial Planning is a complex process that requires an understanding of your financial concerns. This may involve issues with Centrelink, the new taxation programs, investments, new simpler superannuation, life insurance and income protection insurance. We can help you create an effective ongoing financial plan that can provide peace of mind now and in your retirement. Contact us at CFP for a consultation so we can discuss your requirements. CFP are unable to provide by law, any advice on this website.