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CG Wealth

Our Services            

Financial Investment Planning Advice & Portfolio Management

 

  

Vicki Kearney  Laurie Cogger   Alan Oakley

 

 At CG Wealth our services include advice and guidance in the following:

 

·         Wealth Creation & Retirement Planning

·         Personal & Corporate Superannuation

·         Personal & Business Risk Insurance

·         Managed Portfolio Services

·         Centrelink Planning Advice

·         Cash Flow & Debt Reduction Strategies

·         Portfolio Review & Ongoing Service

·         Direct Equities

·         Self Managed Suppuration Funds

·         Estate Planning

                                                           click here > MoneySmart - Superannuation Calculator

                                                           click here > MoneySmart - Retirement Calculator

 

CG Wealth (ASIC Number 471625) is a Corporate Authorised Representative of the Madison Financial Group Pty Limited- ABN 36 002 459 001

Australian Financial Services Licence Number 246679, Level 2, 285 George Street, Sydney 2000

  

 

 

 

 

 

Back to Our Services
Our Services

Our goal is to help you build a better business and ultimately achieve greater wealth. 

Accounting & Taxation
Income Tax Planning & Minimization
Business Services
Self Managed Superannuation
Financial Planning
Audit
Finance Assistance
Industry Focus

We have a deep understanding of the issues facing small to medium enterprises but we recognise that to be trusted business Advisors to our clients we also need to understand the industry you work in.
Resources

Please click on one of the following links to access additional resources: 

Newsletters
Tax Facts
Key Dates
Internet Links
Calculators

Our Location

44 Gray Street
Hamilton Vic  3300 
View location map

P: +61 3 5571 0111 
F: +61 3 5571 0100 
E: reception@coggergurry.com.au

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