Financial Planning

Financial planning is all about making the most of what you have while you create a comfortable future for yourself and your family…

Superannuation Planning

It’s important to be prepared for retirement. This means doing your research and planning ahead benefitting your retirement…

Wealth Management

Whether you’re a family or a business, wealth management is the bridge between a comfortable nest egg and the financial freedom.

Retirement Planning

It’s not all about saving for retirement. It’s about having an ecstatic future. We’ll help you learn how to do exactly that…

Debt Management

The best debt management strategy is the one that maximizes your wealth and provides financial freedom…

Estate Planning

Estate planning is the process of planning for the disposition of your assets, as well as other responsibilities such as taxes…

Meet Our Team

Why Choose Us ?

At CU Financial, we know what it takes to help you reach your financial goals. We have 33 years of experience helping people just like you and will bring all of our knowledge and skills to bear on your case.

Our boutique service means that you can rely on us for personal attention, no matter how big or small your needs are. We’ll work with you to develop a plan that’s tailored specifically to your needs, so don’t hesitate to contact us today!

Mr. Anjan Das