Client Testimonials

Bob Taber & his staff have looked after our financial needs since 1986. His expertise & diligence have always been greatly appreciated, we are so lucky. Many thanks.

As a widow I am very satisfied and very confident knowing all my financial investments and accountancy affairs are looked after.

 

We are extremely pleased and satisfied with the service we have received. The staff are always friendly & helpful. "A breath of fresh air!!"

Been a client since the 1960's and always been very happy in all Cutcher & Neale have done.

We have a productive, personalised & professional relationship with our contacts at C&N. They go above & beyond to provide service that is excellent (timely, accessible & open). Thank you so much.

Financial and Investment Planning

Financial planning ensures your financial goals can be met through the development of comprehensive and effective strategies that will strengthen your financial security. These strategies provide a source of income other than your business or employment income.

Our highly qualified, experienced team provides a four stage financial planning service:

  • Detailed consultation to establish your goals
  • Initial financial advice on how to achieve your goals
  • Implementation of a your tailored financial plan
  • Ongoing investment portfolio management

A variety of investment options are available including term deposits, listed property trusts, Australian equities, managed investment funds, Australian and International managed funds.

Don't take unnecessary risks with your future.
Allow the professionals at Cutcher & Neale to guide you towards achieving your financial goals.

 

                               
Cutcher & Neale Investment Services Pty Limited
is an Authorised Representative of Lonsdale Financial Group Limited
Australian Financial Services License
Licence number 246934
ABN 76 006 637 225
Level 21, 500 Collins Street, Melbourne VIC 3000