Our Service Guarantee

Our Services

We offer a wide range of financial planning services, below we have listed some of our services:

– Insurance
– Risk Management
– Life
– Trauma
– Income Protection
– Business Overheads
– Group Insurance
– Priority Claims Service
– Business Planning
– Superannuation and retirement planning
– Wealth Accumulation
– Investment Planning
– Retirement & redundancy planning
– Estate Planning
– Mortgage finance and re-finance options
– Pro-active financial planning advice
– Tax effective investments strategies
– Ongoing review service
– Outstanding service standards

As a client of CCA Financial Planners you will receive our financial services in a professional and friendly manner.

Review Procedure

Upon acceptance of our proposal, you will automatically be eligible for our formal review procedure. Each year on your policy anniversary, we will forward a questionnaire to clarify your personal circumstances. We will then accurately determine if your policy reflects your current financial position and goals, or simply shop around to get you the best premium/policy wording.

Financial Planning – Investments, Gearing, Superannuation, Account Based Pensions
You will automatically be eligible for our formal review procedure. Each year from the date of your Planning Session we will contact you to arrange a Review Appointment. We’ll revisit your Personal Situation, Your Goals & Objectives and the original Strategies presented to you, to ensure it remains in line with your current Financial Position. We’ll bring you up to date on the movements of the market and the impact it’s had on your portfolio.

At your request we will arrange summaries for your accountant to make tax return time easier for you.
You are able to contact our office at any time for an up to date valuation.

When you retire we will liaise with Centrelink to ascertain your eligibility of the benefits offered.

How else can we help you?
We can put you in touch with Solicitors, Accountants, Mortgage & Finance Specialists, General Insurance, to ensure your Financial Situation in being take care of completely.

Priority Claims Service
Through our experience, we understand how insurance companies handle claims. Therefore, we are best placed to assist you to accelerate the evaluation of any claim you may need to make. We at CCA Financial Planners have found, by providing you with a dedicated client support manager, we can help facilitate the progress of any possible claim – from lodgement, to payment of benefits.

We look forward to working with you on your journey to financial independence.

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