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.