Mortgage and Kids…Bridging the Gap

Got a mortgage, got kids, got no time? We can help…

 

It can be difficult to bridge the gap between the reality of the here and now … your mortgage, credit cards, school fees etc, with  the need to to plan for life further down the track.

 

Did you know Australians aged 33 – 49…

 

Make up around 60% of the workforce?

Are 27% of the total population of Australia?

Owe over 46% of credit card and loan debt?

 

Ever get the feeling that you might need to take action?

Its hard not to feel sandwiched between paying for your children’s child care or schooling, and keeping up with mortgage repayments.

 

Ease-the-Squueze

At CSP we will help you by sorting out your priorities, working out what needs to be dealt with NOW, and what we can assist you with further down the track when you are ready.

 

We aim to take some of the anxiety out of your life and let you focus on what’s important to you.

 

What can we help you with?

  • Wealth Creation We can help you manage your cash flow and debt – stop you from living week to week.
  • Personal and business wealth protection Got kids?  You need insurance! Read more
  • Superannuation We can work to consolidate your super and build a long term investment strategy to grow this asset. Read more
  • Self-Managed Superannuation A great solution for those with solid super investments, looking to diversify into property or alternative assets, including gearing. Read more
  • Intergenerational Wealth Management Got kids? You need a Will! Signed one ages ago? Its probably not worth the paper it’s written on! Read more

 

Importantly, we are not owned by any bank or financial institution. We focus on what is the best solution for you and your family, not what suits us or the product provider.

 

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  • quote CSP provides an excellent Super Advisory service. quote Mick Martin
  • quote We are very impressed with the strategic and lateral thinking applied to our personal financial circumstances. What’s more the professional staff at CSP seemed to derive a sense of pride for what they achieved on our behalf. quote Keith and Jo Dunham
  • quote The team at CSP has looked after my affairs for many years. They do what they say they will do – in full, on time and with passion. They value my business and I value their advice. quote Mark Faigen
  • quote Not being that money savvy myself, I found that CSP really took on board my requirements, explained them to me in my language and delivered great results. I would definitely recommend them to my friends. quote David Cook
  • 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