Cape Financial Planning Pty Ltd is part of the Financial Wisdom network of financial advisers who own their businesses and are supported by the strength and resources of the Commonwealth Bank. The Financial Wisdom difference is reflected in the name. While financial advice is telling someone what they need to do and the steps they need to take, financial wisdom is about empowering clients with the knowledge to secure their financial future long after the advice is given. Find out more at www.financialwisdom.com.au/advice.html
Through its national network, Financial Wisdom provides advisers with a comprehensive range of services and resources, including:
- Sophisticated planning tools to help provide effective solutions
- Product research and customer insights to identify new opportunities in investment, superannuation, and insurance products
- IT and systems support to underpin our outstanding customer service
- Continuing professional development, training, and compliance checks to ensure high-quality advice.
Financial Wisdom Limited ABN 70 006 646 108, AFSL 231138.