CAAA advises on personal wealth: whether you are accumulating it, protecting it or planning your retirement. Our advice is professional, simple and practical so that you understand how to achieve your goals.
Wealth is all about the things that mean the most to you: retiring early, your dream house, time with your family, holidays, a house on the beach or that boat you have always wanted.
Our personal wealth team’s aim is to educate and empower you. The goal is to deliver financial clarity, and help build the path to your future wealth and security.
The team is led by Justin Said who holds several advanced degrees and is also a chartered accountant. He ensures investment decisions are based on the most academically rigorous methods.
The right way to invest
Our strategies are devoid of speculation, arbitrage or complex financial engineering. We invest through top of breed investment managers and utilise specific strategies suited to client’s individual needs. There is no “one size fits all”. We incorporate local and offshore fund management, direct equities, properties bonds, property and shares when delivering the optimal investment strategies to suit your goals.
The right way to do business
Our advice is free of conflict. Most work is conducted on a quoted fixed price upfront basis, or completed at fee-for-service rates. Our work is not priced on a capacity to pay, but rather on the level or value of services provided. Where practical, commission-based remuneration has been removed from our business model.
Areas of expertise
- Wealth management advice
- Wealth accumulation strategies
- Estate planning
- Business buy/sell insurance
- Income protection insurance
- Life insurance
- Trauma insurance
- Self-managed superannuation – CAAA is one of Sydney’s largest independent comprehensive advisors to self-managed superannuation
- Advanced, holistic, integrated SMSF strategies
- Family Planning
- Home Loans
- Retirement Planning
- Tax Planning & Advisory
- Vehicle Finance
- Wealth Accumulation
- Wealth Management