Imagine if all your financial experts came together under one roof to focus on your goals.
Together we’ll define your goals, test different models, and execute a plan to realise your true potential.
Tax and Accounting
We can structure your accounts and manage your records, helping maximise your income and minimise tax.
We draw on research and construction experience to source the ideal property investment, that compliments your wider goals.
WHAT SETS US APART
Your attitude to money is unique. Everybody’s path to prosperity is different. So there’s no cookie-cutter approach. In fact, on our first meeting, many of our clients are unsure of exactly what they want from their own financial journey. And that’s okay – we’re here to help, not judge. Together we’ll define your goals, evaluate different pathways and execute a holistic plan to realise your true financial potential. Let’s go!
By entrusting us with knowledge across your financial spectrum, our plan is more informed, tailored and empowered to reach your unique goals and support your financial wellbeing.
We guarantee to put your interests first. Our advice is accountable year-in, year-out to meeting your unique financial goals, which remain at the core of everything we do.
By keeping on top of changing legislation and market conditions, we ensure your financial plan is constantly being optimised, so you can make the most of every opportunity.
We’re dedicated to finding products and solutions that represent your needs, from anywhere in the market.
“I have found the advice to be very professional and delivered in a manner that is understandable and actionable.”David, VIC
“We love all the services that you offer and your holistic approach to looking after our financial goals.”David & Gloria, NSW
“They have gone above and beyond and I am now feeling more secure in my family's future.”Rhiannon, VIC
“I've been very impressed with how CXCFP has listened to my key goals and have responded with their advice rather than taking a 'one size fits all approach’.”Paul, NSW
“Our money has never been working harder for us, and the advice taken has opened up a whole new world of wealth accumulation opportunities we never thought possible.”James, NSW