Advice

At CSP we pride ourselves on our delivery of hand-crafted programmes for every client, which reveals a clear plan to grow genuine, freedom-bringing wealth.

How do we do it?

We take the time to really get to know you, your personal and financial situation, your dreams and also trepidations about the future. Once we are confident that we understand “you” we set about developing a bespoke strategic plan to ensure that you can live the life that you want.
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Services we offer

  • Wealth Creation – including cash flow and debt management.
  • Personal and business wealth protection
  • Superannuation – including self managed superannuation
  • Retirement Planning
  • Intergenerational Wealth Management  and Estate Planning
  • Non-super investment and gearing

We pride ourselves on providing intelligent and values driven financial planning advice.
Importantly, we are not owned by any bank or financial institution.
We focus on what is best solution for you, not what suits us or the product provider

 

We offer a no-obligation first appointment.
We do not charge any fees until we agree formally on what work is to be done

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  • quote I was very happy with the service from CSP on advising me with my Super, and what would be the best for me at my age. I was presented with a report which I was happy with and agreed to. I would recommend CSP to anyone. quote Denise Gilder
  • quote I am very satisfied with the level of advice and service that CSP provides us and we have confidence in their financial expertise. quote Stephen Black
  • quote My experiences with CSP over the 11 years during which I have been their client are all positive. There have been several occasions where I have elected not to take CSP’s advice and have been significantly disadvantaged – I listen better these days! quote Barbara Thomson
  • quote I’ve been with CSP for many years and they have always dealt with my changing needs in a calm and competent manner. quote Rex Burgess
  • quote I really appreciate that Lachlan provides plain English explanations on the whole process which gives me more confidence and understanding of the advice given. quote Jenny Mitchell
  • quote CSP tailored my financial plan to suit my individual needs, helping me come through the GFC. quote Murray Joseph
  • quote CSP are always very professional and courteous. They always explain all the processes as required to enhance the clients’ knowledge and understanding. quote Ralph Hutton
  • quote CSP are very efficient & knowledgeable. Big on experience but still small enough to care about the smaller investor. quote Maurice Kerkham
  • quote CSP has provided advice to me for over 7 years on both structuring my finances to maximise retirement benefits and guidance in the processes involved in managing a Self-Managed Superannuation fund. Having the detailed knowledge and assistance on tap at CSP makes life easier when you are time poor working, while looking to the future to ensure a comfortable retirement. quote Alan Pont
  • quote CSP have provided continued professional financial advice to my family for over 10 years and I would recommend them to any person seeking independent financial advice. quote John Kent
  • quote I like things clear and simple, so that’s how CSP gives it to me! quote Chris Probert