Services Offered
Investment Management
Personalized strategies for growing assets through shares, funds, and other investments, tailored to your risk tolerance and goals.
Superannuation & Retirement Planning
Expert guidance on superannuation funds, retirement savings, and transition plans to ensure a secure financial future.
Insurance Advice
Comprehensive insurance solutions, including life and income protection, to safeguard your financial well-being.
Wealth Management
Holistic financial planning covering estate planning, tax strategies, and long-term wealth accumulation.
Financial Consultation
One-on-one sessions to assess your financial situation, set goals, and develop customized action plans.
Reviews
5(5 reviews)
Rating Distribution
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zoe's favorites Aitken
via Google
29 days ago
I’ve worked with Mark for many years now and I genuinely couldn’t recommend him more highly. He takes the time to truly understand my personal situation, not just financially but what matters to me long-term. Over the years, his guidance has been thoughtful, clear, and incredibly reassuring. I feel very safe, supported, and financially secure knowing Mark is in my corner. His professionalism, consistency, and genuine care really set him apart.
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Peter Leesvia Google
about 2 months ago
CAFS have advised me re financial investments and insurance for over 40 years and now also advise my children as well. Their advise has always been well considered and personally tailored to my needs at different ages and I can confirm the same for my kids. To have this generation support and trust is a delight. With their advice, we have weathered the GFC, stock market rises and falls, bubble rises and busts and some of the more difficult situations of life. Guy, first, and then Thomas have always offered well considered advice and well managed processes to ensure that my needs are met. Now retired, it is equally the same with my Super funds being managed without stress or concern on my behalf. Thank you. Peter
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Mark Atkinsvia Google
3 months ago
I have trusted Michael Horan and CA Financial Services on the recommendation of several friends for over 8 years. Michael has helped with investments, shareholdings and superannuation. I have been very happy with the growth of my assets over the years, and the gradual changes being made as retirement nears. I have found Michael and his colleagues (special mention Annie An) to be friendly, professional, and patient when things needed extra explanation. I know that without this help, my financial situation would not be as healthy as it is. For this, I am grateful. I have no hesitation in recommending the services provided by CA Financial Services.
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Geoff greenwoodvia Google
4 months ago
CA Financial Services Group are excellent. We have been with them for many years and cannot express our thanks enough for their management of our accounts, especially leading into retirement. The entire team are excellent but would really like to highlight the great work of Michael Horan and An Wang (Annie). They have made investment choices that our perfect for our circumstances. Highly recommended to new & potential clients. Well done CA Financial Services Group.
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Sradha Ramvia Google
4 months ago
Michael Horan from CA Financial Services Group has been my Superannuation advisor / guide for the last few years. I must say that in the beginning or before starting, I had limited knowledge about my Super savings and the future goals. CA Financial Services Group made me feel very calm and comfortable and explained to me about my future goals with excellent ideas. Now, after a few years, I can say that Micheal Horan and the team have made me fill very comfortable and I now have a very clear goal. This is now paying me and my family great dividend as my future grows with Superannuation. Great work done by CA Financial Services Group. A Team you can trust
