C2G Financial Services

About

C2G Financial Services is boutique Financial Planning firm that advises clients through the various life stages - From the Cradle to the Next Generation.

Story

Trusted Advice for Over 35 years.
Planning for clients from the Cradle to the next Generation.
Our advisers have an up to date understanding of current issues that may impact your situation through your various life stages. Planning clients journey through significant events such as marriage, birth of child, divorce, being made redundant, setting up a new business, growing older, becoming seriously injured or sick through to estate planning is what we specialise in. The trademark of C2G represents this as we plan clients' finances and offer them the most appropriate strategy from the Cradle to the next Generation.

Just ask us how we can help you with:

• Self Managed Superannuation including limited recourse lending arrangements. Corporate or individual trustee structures. Self managed advice is specific to your requirements.
• Investments - direct equities, managed funds, ETFs including savings plans for children
• Budgeting and cash flow management,
• Superannuation (SMSF, retail and indusrty fund reviews),
• Insurance Protection - life trauma, tpd and income protection,
• Retirement Strategies
• Estate Planning, and
• Aged Care planning and Centrelink.

C2G is a fee for service or fee for advice practice.
Company Profile
C2G Financial Services, originally Chris Palmer and Associates, has been servicing clients throughout the Wide Bay, Sunshine Coast, Brisbane and Gladstone for over 35 years. In 2006 the business changed its name to C2G Financial Services.
C2G is an acronym for Cradle to the next Generation. With this new name change clients are assured that the business is here for the long term and will continue to offer the long term services and relationships that have been established over the years.
The C2G trademark is representative of the fact that we have long term relationships with our clients by taking care of their finances from the Cradle to the next Generation. C2G incorporates professional strategies using global resources.
As a specialist Financial Planning firm C2G is a member of the GCR Financial Group. GCR Financial Pty Ltd is not owned by any bank, insurance company, fund manager or superannuation provider. GCR is an independent financial advice & services group. Our independence allows us to operate freely without institutional restriction or bias.
'Advice without bias is advice in your best interest'
GCR values its dedicated staff and invests continuously in their professional development through higher education, which provides our clients with expert up-to-date advice.
GCR is an Australian owned and operated independent financial service enterprise, with three office locations in Brisbane, Bundaberg and Norfolk Island.