CA Financial Services Group, based in North Sydney since 1983, boasts nearly 40 years of experience in providing Integrated Financial Services and Wealth Management Solutions. Their comprehensive range of services includes Superannuation & Retirement Planning, Personal Insurance, Mortgage & Home Loans, and Investment Strategies. With a focus on helping clients achieve their financial goals, CA Financial Services Group aims to simplify complex financial issues and establish cost-effective solutions to ensure clients’ lifestyle goals and financial objectives are met.
CA Financial Services Group prides itself on exceeding clients’ expectations by offering a professional and high-quality client experience. They work closely with individuals, families, and businesses to develop long-term relationships and provide personalized financial advice. With a commitment to staying abreast of market trends and legislative changes, CA Financial Services Group ensures that clients receive up-to-date and relevant advice to navigate the ever-evolving financial landscape.
With a team of experienced advisors, including Guy Cotter and Thomas Cotter, CA Financial Services Group has garnered a reputation for its exceptional level of expertise and personalized approach to financial planning. Clients have praised the team for their dedication to customer service, commitment to providing valuable information, and ability to instill confidence in their financial decisions. Whether it’s retirement planning, investment strategies, or insurance solutions, CA Financial Services Group is dedicated to helping clients secure their financial future.