Build Your Wealth. Live Your Best Life.
At CU Financial, our mission is to help you build your wealth, so that you can live your best life today, tomorrow, and for years to come. As a boutique financial planning firm, we are dedicated to providing personalized service to our clients, helping them achieve their financial goals and secure their financial futures.
Our Expertise
Our team, led by founder and CEO Anjan Das, has over 33 years of experience in the financial services industry, with a proven track record of helping clients plan for the future and achieve their goals. We specialize in a range of financial services, including financial planning, superannuation planning, wealth management, retirement planning, debt management, and estate planning.
Our Approach
Our approach is centered around understanding our clients' unique financial situations and goals. We work closely with each client to develop a tailored financial plan that addresses their specific needs and priorities. We believe in taking a holistic approach to financial planning, considering not just financial goals but also personal values and aspirations.
Our Services
We offer a comprehensive range of financial services, including:
- Financial planning: We help clients create personalized financial plans tailored to their unique goals and priorities.
- Superannuation planning: We assist clients in planning for retirement and maximizing their superannuation benefits.
- Wealth management: We help clients build and manage their wealth, providing guidance on investment strategies and asset allocation.
- Retirement planning: We assist clients in planning for a comfortable retirement, including strategies for maximizing their retirement income.
- Debt management: We help clients develop effective debt management strategies to achieve financial freedom.
- Estate planning: We guide clients in planning for the distribution of their assets, including wills, trusts, and estate administration.
Why Choose Us
At CU Financial, we are committed to providing exceptional service and personalized attention to each of our clients. Our boutique approach ensures that our clients receive tailored solutions that meet their unique financial needs and goals. With our expertise and commitment to excellence, we help our clients achieve financial freedom and security.
Unsatisfactory Experience
The reviews provided describe a concerning experience with a financial planner, Anjan. One reviewer, Simons George, rated the service 1 star and expressed disappointment with the planner's behavior.
Lack of Cooperation
Simons described Anjan as impatient and uncooperative when handling basic tasks. This behavior led to a negative outcome, and Simons explicitly stated that they would not recommend Anjan to anyone.
Conclusion
The reviews paint a picture of a service provider who failed to meet expectations and demonstrated poor communication skills. This experience has left Simons with a lasting impression of dissatisfaction.
