Wealth Solutions

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.

CP Wealth Solutions will evaluate your financial options with you and provide a three-stage service 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 a few.

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

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Insurance is all about managing risk - as the old saying goes, 'better safe than sorry'. While none of us expect the worst, it is important to be prepared to protect yourself against financial hardship. Getting the right level of insurance cover can provide valuable protection against a range of consequences that are hard to foresee such as sickness, accident, theft or natural disaster. We can help cater for all your insurance needs including:

  • Business & Personal Insurance
  • Life & Trauma Insurance
  • Income protection insurance
  • Audit Insurance

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Portfolio Management

CP Wealth Solutions offer a portfolio management service that makes handling investments easy. They provide the people, tools and methodology you need to effectively manage your portfolio.

They keep abreast of changes in the investment market saving you the trouble of compiling the research yourself. You maintain control of your investments while eliminating unnecessary risks and delegating the everyday tasks and complex decisions to your experienced investment manager.

CP Wealth Solutions design and manage portfolios with your individual requirements and objectives in mind, so plan your future today.

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Succession Planning

To ensure the long-term success of your business it is critical to establish a well-designed succession plan. Coordinating the transition of your business to your successors can be an arduous process. However, with our years of experience we can address the complex issues of business continuation removing the stress from your shoulders.

Contact us for more information on forming a plan that facilitates a hassle-free continuation of your business.

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