Call Us: 02 9231 3080
Email Us: adas@cufinancial.com.au

Why Choose us

We are a boutique financial planning practice and have a small client base which we are proud ....

Welcome to CU Financial Planning

CU Financial planning is a boutique practice located in Sydney CBD and is a specialist in the Pre Retirement/Retiree sector. We also advise on Aged Care and Centrelink planning. Additionally we service the wealth accumulators and Life Insurance advice and provide strategic advice to SMSF (Self Managed Superannuation Fund).

Our Services

We provide expert advice and reliable service
to manage every aspect of your finances

Advice Process

CU Financial Planning provides
strategic financial planning solutions

Financial Planning

From your 30s through to your 70s and beyond,
we can make a real difference -