At CIPL we operate a fee for service model so we do not receive commissions on investment products. This helps to ensure that any investment advice we give you is in your best interest.
If you are seeking financial advice it is important to ask how the company is remunerated.
The financial planners at CIPL work in partnership with you to develop a financial strategy that meets each your own individual needs. Our clients' needs are many and varied and we are able to assist clients to establish structures which, over time, maximise their assets.
We provide a portfolio administration service for clients and self-managed super fund trustees; and for Centrelink clients we have a liaison service to ensure our clients always operate within Centrelink guidelines.
Since CIPL's establishment in 2001, our investment approach has proven to be successful.
Where the development of a Financial Plan recommends investment in direct shares, transactions are done in-house by CIPL's share buying service. Shares and other direct investments are selected by our experienced research team.
At CIPL we pride ourselves on the level of personal service and the quality of that service. Our staff provide you with a very high level of personal attention and we are always available to answer your questions.
If you would like an obligation free meeting with one of our advisors please contact us.