What We Stand For

We respect our clients

  • We are transparent with all remuneration we receive and prefer to operate on a fee for service basis.
  • All product recommendations are based solely on what is in your best interests.
  • We are not owned or influenced by any bank or financial institution

We respect money

  • We believe in analysis and careful, considered decision making.
  • We do not take unnecessary risks with your money.
  • Our 3 buckets model manages the risk in investment markets.
  • Our internal investment committee takes a “hands-on” approach to develop and maintain investment models.

Relationships Matter

  • We have been in business since 1974 and take a long term view, valuing long lasting relationships with our clients
  • Not being owned by a financial group or bank means that we are not beholden to anyone else’s agenda.
  • We continuously seek feedback from our clients on where to improve.
  • We view the ongoing education of our clients as pivotal to everything that we do.
  • quote CSP have provided me with timely advice in regards to under performing investments and recommended change. quote Thomas Cross
  • quote CSP are very efficient & knowledgeable. Big on experience but still small enough to care about the smaller investor. quote Maurice Kerkham
  • 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 The fact that my Financial Adviser is able to call to my home means an enormous amount to me. quote Valerie Hans
  • 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 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

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