If a Self Managed Super Fund is your preference

 

We can help you set it up, provide the investment strategy and explain how to get the most out of your fund and we can help you select sound investments to make your do-it-yourself experience rewarding.

At CDN Financial services, we have alliance partners to assist our clients with expert property advice with real estate and Finance, taxation and legal advice and we have a the superannuation expert to ensure you can maximise returns from your Self Managed Super fund.

 

With our strategic financial planning process we can:

 

  • Help you work out where your super is heading

  • See if it is tax and cost effective.

  • Create the appropriate investment strategy

  • Show you how much you will need in retirement

  • Guide,  assist and educate you to manage your fund appropriately.

 

If Super is something you don’t fully understand, Don’t wait till retirement to get advice let us guide and assist you now, to enhance the potential of your most valuable asset, so you can enjoy your retirement.

 

Contact us to organise an obligation free first appointment

 

This information is of a general nature and your personal circumstances have not been considered please consider whether the information is appropriate to your specific  needs and objectives..