At CCA Financial Planners, we empower individuals and families in Victoria to achieve financial clarity and confidence. Founded on the principles of inspiration, innovation, passion, teamwork, fun, and delivering the "wow" factor, we guide our clients through the complex world of finances and planning.
Our Vision
Our vision is to be Victoria's leading edge financial planning firm, helping clients transform their lives by securing their financial future and realizing their dreams.
Our Values
- Inspiration: We ignite a sense of possibility and motivate our clients to achieve their financial goals.
- Innovation: We embrace new ideas and technologies to deliver tailored solutions and enhance the client experience.
- Passion: We are driven by a genuine desire to see our clients achieve financial success.
- Teamwork: We collaborate effectively to provide comprehensive and coordinated financial guidance.
- Fun: We make the financial planning process enjoyable and engaging.
- Wow Factor: We strive to exceed expectations and create a memorable client experience.
Our Services
We offer a comprehensive range of financial planning services tailored to individual needs, including:
Wealth Planning
- Retirement planning and contribution strategies
- Investment management
- Superannuation consolidation and optimization
- Estate planning and succession strategies
Risk Management
- Insurance planning for life, income, and health
- Risk mitigation strategies to protect your assets
Financial Planning and Advice
- Financial goal setting and budgeting
- Expense management and debt reduction strategies
- Mortgage advice and home loan solutions
Client Testimonials
"The service I received met or exceeded my expectations. My adviser and the team have the technical knowledge to meet my financial needs and I trust them implicitly." - Max Loche
"The communication following our appointment was delivered in a timely manner and easy to understand." - Catherine Franklin
"I believe my adviser and the team have the technical knowledge to meet my financial needs." - Jennifer Fidler
Join Us on Your Journey to Financial Success
Contact us today to schedule a consultation and discover how CCA Financial Planners can empower you to achieve financial success and build a secure future.
Overall Experience with CCA Financial Planners
The reviewers have had an overwhelmingly positive experience with CCA Financial Planners, praising the team's professionalism, friendliness, and expertise in managing their financial affairs.
Trust and Expertise
Many reviewers highlighted the trust they have in the team, particularly Christopher Cachia and Marcello, who have provided personalized and knowledgeable guidance in managing their finances. The reviewers appreciated the team's patience, understanding, and ability to explain complex financial concepts in an easy-to-understand manner.
Services and Benefits
The reviewers have benefited from a range of services, including insurance claims management, superannuation management, retirement planning, and financial planning. They have reported feeling more confident and secure about their financial future, with some even stating that joining CCA was the best financial decision they ever made.
Recommendations
Without exception, every reviewer recommended CCA Financial Planners to others, citing their exceptional service, warm and professional approach, and expert advice.
Be the first to review CCA Financial Planners.
Write a Review
