CK Advisory Pty Ltd
We pride ourselves on working hard to understand you, your financial and lifestyle goals. Our expertise is in using an analytical approach to develop personalised wealth creation strategies - so you can take control of your financial future - while still making the most of life today.
CK Advisory is a wealth management firm specialising in holistic wealth creation We pride ourselves on working hard to understand you, your financial and lifestyle goals. Our expertise is in using an analytical approach to develop personalised wealth creation strategies - so you can take control of your financial future - while still making the most of life today. Are looking to the future and wondering whether you’ll have enough? Want to get more return from your savings or be more tax efficient? Looking to tidy up your finances? Taking control of your financial future doesn’t have to mean doing everything yourself. At CK Advisory, we work in partnership with you and your family to understand your aspirations for the future, to build and maintain a financial plan unique to you. Services At CK Advisory, we work hard to get to know you and understand you, your financial and lifestyle goals. We care. Using an analytical and strategic approach we can develop personalised wealth creation strategies to suit you. In partnership with you & your accountant, we work together to help you achieve your goals and manage your investments. This strong ongoing relationship with regular discussion and review is important to optimise your plan. We can help you with: Goal Setting Wealth Creation Retirement Planning Debt Reduction & Cash Flow Management Tax Planning Investments Superannuation & Self-Managed Superannuation Funds Life & Income Protection Insurance Transition to Retirement Strategies Estate Planning
Address: Suite 1, Level 3, 53 Berry Street, North Sydney NSW 2060, Australia
Phone: +61 411 282 433
FAX: +61 2 9922 5975
