Who We Help

CJ Advisory offer a holistic framework for every stage of life. We help people and business of all ages and stages.

  • Professionals – Business succession, tax minimisation
  • Personal & families – Wealth creation, financial planning, superannuation, succession planning
  • Financial life phases – Foundation (young adults) Middle years assets building, wealth management, retirement

Our commission-free charging structure means you pay us for strategy advice, administrative assistance and ongoing performance fine-tuning and monitoring – not for a product we might recommend.

We will take time to:

  • Listen to you
  • Help identify suitable goals objectives
  • Research any existing wealth management strategies you may already have
  • Model your situation by projecting forward different strategy scenarios
  • Calculate a preferred strategy option to assist you to achieve your goals
  • Formally present strategy and specific recommendations in a written document (Statement of Advice)
  • Assist you in implementing advice Help you monitor and manage your progress.