At Cotton Tree Financial Services near Maroochydore, we pride ourselves on helping you through different moments in time that are specific for your needs. Protecting you and your family through personal insurance advice. Building wealth with investment and superannuation management. Creating a lifestyle you want in retirement with ongoing professional advice. Professional service with a local feel. Australian based qualified financial advisers to discuss your goals and objectives.
What we do
Protection
We specialise in personal and business insurance
Without a doubt, you are the most vital asset in the creation of a lifestyle and earning an income. That is why personal insurance is so important. We provide advice in;
- Term Life
- Total & Permanant Disability (TPD)
- Trauma/Critical Illness
- Income Protection
- Child Cover
- Buy/Sell
- Key Person
- Debt Protection
Wealth
We understand personal investments and superannuation
At Cotton Tree Financial Services, we offer tailored financial advice, investment and financial planning solutions, including;
- Personal Investment Advice
- Superannuation Management
- Investment Portfolio Management
- Direct Equities
- Exchange Traded Funds (ETF’s)
- Cash and Term Deposits
- Hybrid Securities
- Annuities
Lifestyle
We are here every step of the way, from start to finish
Whether you are ready to take the step and start transitioning into retirement, or worried if you will be financially secure for the rest of your retirement, we are here every step of the way.
- Retirement Planning
- Superannuation and Pension Advice
- Age Pension Advice
- Aged Care Advice
- Deceased Estate Services
Who we are
The Team at Cotton Tree Financial Services provides our clients with a wealth of experience and knowledge of financial and investment strategies.
We work with you to provide a tailored service that is in line with your family goals and financial objectives.
Whether you are looking for personal insurance protection only or would like to discuss all areas of your financial needs, such as superannuation, investment, retirement planning etc, our team is able to help you with your financial journey.
Our Cotton Tree financial advisers near Maroochydore are self-confessed nerds, and they love helping you efficiently plan the best way to achieve your financial goals while making the process easy to understand.
Every one of us at Cotton Tree Financial Services are committed to provide a high level of service that always has our client’s best interests at heart.
What are the advantages of using Cotton Tree Financial Services?
You Are Important to Us
Our clients are our priority, having helped many clients and their families manage and grow their investments for over the last 20+ years is something we are very proud of. Our integrity and attention to detail has enabled us to achieve very high levels of client satisfaction.
Ongoing Service and Management
At Cotton Tree Financial Services, our ongoing service is our top priority to you and your family. We have a dedicated team that not only helps with any administration needs but also provides ongoing regular correspondence, transparency, reports and reviews to ensure you are receiving outstanding service and up to date management of your Superannuation investments.
Individuals, Families, Businesses
We work with individuals, families, SMSF’S and businesses to provide services and solutions that assist in the preservation, growth and management of your wealth.
Tailored Financial Advice
We work closely with our clients to target their wants and needs and have developed strong long-term relationships with our existing clients and their families. So, whether you are an individual investor, or high net worth entity, our goal is simple: to listen to you, then act according to your specific needs.
Informed Decisions Based on Current Data
We draw on the expertise from a variety of external sources and our own market knowledge to develop and implement investment strategies that will meet your specific circumstances and long-term objectives.
Direct Equities
As a self-licensed practice, we are able to use our experience to help you with direct equities that other firms can’t offer. We use top industry research and years of market experience to ensure our recommendations are informed with the best information available.