02 9925 0522 mail@csp.com.au

Three Bucket Strategy

we respect clients | we respect money | relationships matter

Three Bucket Strategy

we respect clients | we respect money | relationships matter

Don’t lose sleep over your retirement plans

Have big plans for your retirement?
Want confidence you’ll have enough money to live comfortably, now and throughout your life?
Do you wonder if your investments are strong enough to ensure you have the money you need, but also protect you from fluctuations in the market?

We can help

At CSP, we’re here to help you plan effectively for your retirement. You’ll benefit from professional advice and proven processes. We’ll guide you to the investments that best match your needs – and generate the best returns, with easy-to-understand risk profiles you can manage and feel comfortable with.

We help you keep control of your assets so you don’t have to sell down your investments at a time that isn’t ideal.

Our Three Bucket Strategy will help you manage your cash flow now and sleep well at night knowing you can retire on your own terms.

Don’t lose sleep over your retirement plans

Have big plans for your retirement?
Want confidence you’ll have enough money to live comfortably, now and throughout your life?
Do you wonder if your investments are strong enough to ensure you have the money you need, but also protect you from fluctuations in the market?

We can help

At CSP, we’re here to help you plan effectively for your retirement. You’ll benefit from professional advice and proven processes. We’ll guide you to the investments that best match your needs – and generate the best returns, with easy-to-understand risk profiles you can manage and feel comfortable with.

We help you keep control of your assets so you don’t have to sell down your investments at a time that isn’t ideal.

Our Three Bucket Strategy will help you manage your cash flow now and sleep well at night knowing you can retire on your own terms.

Latest News

What people are saying about CSP

We have been clients of CSP for almost 20 years and have enjoyed a great relationship with Lachlan and his team. We learned quickly at the start of the relationship that we couldn’t improve on the advice we were being given by acting independently.

Michael Fairclough

Lachlan does detailed research on investment opportunities and tailors his advice based on clearly understanding his client’s needs.

Basil Roufogalis

I have been a client for some years now and I have always found their advice and guidance to be highly professional, accurate and easy to understand. I would definitely recommend them.

Deborah Evans

Finding CSP to steer me through the financial world with security and comfort was the most fotunate outcome I could have hoped for. Always ready to guide and advise to the best possible outcomes, I am sure there could be no better place to be Thank you always Lachlan and your fabulous team👍🏻🌅

Jan Ringrose

We never doubt the integrity of CSP and the investment advice matches the level of risk we are prepared to accept. Since retiring we have been very satisfied with the performance of our superannuation fund.

Alan Pont