CU Advance is a financial services business founded by Deepthi Abeyawardana, a seasoned Accountant, Financial Planner, and Mortgage Consultant. With a wealth of experience and expertise in tax planning and financial management, CU Advance aims to empower clients towards financial freedom. By providing personalized guidance and education, CU Advance equips individuals with the knowledge and tools needed to make informed financial decisions and create wealth effectively.
Deepthi’s vision for CU Advance is to offer a comprehensive suite of services to help clients maximize their wealth through strategic tax planning, investment opportunities, mortgage solutions, and insurance protection. With a focus on early financial planning and prudent decision-making, CU Advance strives to guide individuals, families, and small business owners towards achieving financial security and independence. Deepthi’s dedication to sharing her knowledge and experiences underscores CU Advance’s commitment to helping clients navigate the complexities of financial management with confidence and clarity.
As a credit representative and registered tax agent, Deepthi Abeyawardana leads CU Advance in providing independent financial planning advice and mortgage broking services. With a philosophy centered on proactive financial planning, wealth maximization, and risk management, CU Advance aims to be a trusted partner in helping clients build a secure financial future. Through a blend of expertise, personalized guidance, and a focus on long-term financial well-being, CU Advance stands as a beacon of support for individuals seeking to advance towards financial freedom and prosperity.