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CFS Financial Group Pty Ltd

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CFS Financial Group Pty Ltd

Mission statement:

To build a partnership based on trust and integrity, and to value the experience that empowers financial success

Profile:

   Retirement planning
   Financial planning
   Small business advice
   Investment planning
   Superannuation
   Estate planning
   Salary packaging
   Wealth management
   Debt management
   Wealth protection
   Group insurance
   Company insurance

Overview:

CFS Financial Group has been operating in the financial planning industry for over 20 years providing high quality service to a variety of clients ranging from small business owners to high net worth clients.

We provide our clients with an exceptional range of services and financial solutions covering wealth creation, wealth protection, retirement planning strategies, home loans and general insurance to ensure you get the most out of your finances.

CFS Financial Group has been operating in the financial planning industry since its establishment in 1986 providing high quality service to a variety of clients ranging from small business owners to high net worth clients.

Through our highly qualified team of professionals we provide our clients with an exceptional range of services and financial solutions covering wealth creation, wealth protection, retirement planning strategies, home loans and general insurance to ensure you get the most out of your finances.

Vision:

To consistently demonstrate our commitment to clients by empowering them with knowledge, whilst providing the highest client service.
To lead our people in an environment that is dynamic, and within a culture that encourages people to excel in their areas of speciality.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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