Financial planning

c l financial business man doing finance planning

    Financial planning services from reliable Accounting firm.

    If you’re looking for trusted financial advice in the Hunter region, then contact our professional team at CL Financial for financial planning and related services in Raymond Terrace and Cardiff. Whether you need help and advice about tax, payroll, general finances or bookkeeping, we can help.

    Minimising tax and maximising profits

    At CL Financial, we’ll make sure that all your tax requirements are met while also ensuring that you get the maximum return possible. As a leading finance and accounting service provider in Newcastle, we guarantee the best possible result on your tax affairs, for your ultimate satisfaction.

    Our professional accountants will guide you through the process of submitting your taxes while also providing a complete range of other accounting services. On general tax returns, we won’t just fill out a form; we also offer tax advice.

    When you come to CL Financial, you can always depend on us to keep your business and personal finances in order.

    Financial alert checklist

    If you feel like you’re in a financial mess and need someone to sort your affairs out, then just fill in our downloadable Financial Alert Checklist on this page.

    You’ll be asked to respond to the following simple ‘yes/no’ questions with a tick:

    • I am interested in the Government Superannuation Co-Contribution Gift.
    • I am not comfortable with my present advisor and/or do not get service.
    • I wish to save for my children's education, please tell me how.
    • I want to build wealth over the long term (5 - 7 years) through regular savings or borrowings.
    • I have more than $20,000 in term deposit/cash management trust/savings.
    • I plan to salary sacrifice my pay into superannuation, and I am over 55.
    • I have a young family and need personal insurance to provide for their financial needs.
    • I am approaching 60 and am interested in paying little to no tax.
    • I need to have a retirement plan for my retirement.
    • I would like to create my estate plan for the future to provide for my beneficiaries.
    • I plan to retire (receive redundancy/have money/have superannuation).
    • I have more than one superannuation fund and want to combine them to save costs.
    • I need personal insurance (death, TPD, trauma or income protection).
    • I am involved in a business/operate as a sole trader/partnership/company and would like to find out why I need business insurance?
    • I do have business insurance but would like it reviewed.
      If you have answered YES to any of the above and would like to talk, please print out our attached Financial Alert Checklist and fax it to 02 49874504 or email it and we will contact you to offer our friendly service. Alternatively, come into our offices in Raymond Terrace or Cardiff and we can offer great financial advice.

      Call us today on 02 4987 2413 for more information
      about our financial planning services.

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