About CPD | Our Process |  Newsletter

		Whats in a name? At CPD Creating, Preserving and Distributing your wealth is so important to us we named our company after it! Today's financial environment can be complex.  It is essential to have well trained and talanted financial advisers to assist you in developing and maintaining your financial plans. At CPD your financial adviser is a director of the company.  You receive professional advice on a range of financial services from an experienced advisor with a combination of qualifications.

		Our focus  on the big picture CPD's aim is to maintain a lifetime relationship with our clients! Our range of financial services, lifetime service model and fee structure means great cost effective advice for our clients. Clients get a single point of strategic advice from the intial interview that continues throughout the relationship.

		CPD's competitive advantage CPD maintains its competitive advantage in the market by offering personalised service! Our clients get an opportunity to meet in their homes or businesses.  A meeting outside normal business hours is also an option. Our group is family focussed, has community involvement and is supported by experienced and friendly staff. Our clients are kept up to date with information seminars, newsletters and regular reviews of their financial plans. Top of Page