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Carroll, Pike & Piercy Pty Ltd. (CPP)
       
 
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Carroll, Pike & Piercy Pty Ltd. (CPP)
 
 
Overview: 

Incorporated in May 1999, our founding vision was to provide outstanding advice in all areas of financial and retirement planning, advice that is transparent, accountable and fulfils our clients' goals.

A unique investment approach makes it all possible; in-house investment portfolios are specifically designed on an individual basis, and risk is minimised by employing the prudency provisions for the investment of trust funds under the Trustee Companies (Amendment) Act 1993.

Specialising in helping clients build wealth and protect assets, establishing and monitoring direct investment portfolios and Self Managed Superannuation Funds, we have experienced growth each year, and have built long-term relationships with clients as their personal wealth manager.

CPP has shown that it is possible to form close relationships with clients through regular communication, and by remaining transparent and accountable.


 
 
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