Where do you want to go? How are you going to get there? Yes, you can invest online. Yes, you can buy insurance online. Yes, you can buy a DIY Will kit online. But in purchasing these, do you actually know what you have bought? If things go wrong or if your circumstances change, is there someone you can contact? Have you thought about the whole picture, or just one part of it?
In an era where everything can be done sitting on your couch we at CNS are hoping to bring you back to the village. With our CNS Financial Solutions division we can help you with:
- Goal setting and planning
- Wealth Creation Strategies
- Retirement Planning
- Self-managed Superannuation Funds (SMSF)
- Insurance (Life insurance, Income Protection Insurance etc)
- Investment Services
- Estate Planning
Our process for these services includes:
- Meet with you- Get to know you and your circumstances
- Establish goals and objectives specific to your needs
- Create a plan to achieve your goals, with steps along the way to achieve them
- Meet with you again to discuss our proposed strategies and agree on what actions we will implement
- Implement agreed actions
- Regularly meet with you to review and modify as needed to continue to meet your situation and goals.
Our mission is to work with you to achieve your financial and personal dreams. We assist you to identify what your goals are, help develop a plan to realise them, and then continue to work with you along the journey to ensure success.
For more information on any of the above services contact Alan King on (07) 3188 0234 or email at firstname.lastname@example.org