02 9925 0522 mail@csp.com.au

What We Do

we respect clients | we respect money | relationships matter

What We Do

we respect clients | we respect money | relationships matter

We are experts in helping you make smart decisions with your money so that you can live the life that you want.

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 get you to where you want to go.

Our services

  • Wealth creation – including cash flow and debt management
  • Personal and business wealth protection
  • Superannuation – including self managed superannuation funds (SMSF)
  • 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 the best solution for you, not what suits us or the product provider.

We are experts in helping you make smart decisions with your money so that you can live the life that you want.

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 get you to where you want to go.

Our services

  • Wealth creation – including cash flow and debt management
  • Personal and business wealth protection
  • Superannuation – including self managed superannuation funds (SMSF)
  • 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 the best solution for you, not what suits us or the product provider.

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