Clear financial advice for every stage of life

Cedar Financial Consultants helps young professionals, business owners, retirees and families with complex financial needs make informed decisions about their financial future.

With more than 65 years of combined experience, we provide clear and coordinated advice across superannuation, investments, retirement planning, tax-effective strategies, personal insurance, financial structures and estate planning considerations.

Who we help

Young professionals

Build strong financial foundations through superannuation, investments, insurance, tax-effective strategies and appropriate financial structures.

Business owners

Coordinate personal and business finances, including superannuation, investments, business and family structures, succession planning and wealth protection.

Retirees

Prepare for retirement, manage retirement income and make informed decisions about superannuation, pensions, investments and estate planning.

Families with complex financial needs

Coordinate investments, superannuation, family structures, tax planning and intergenerational wealth strategies.

Advice built around you

We take the time to understand your circumstances, explain your options clearly and develop a practical strategy based on your goals.

Our advice considers how each part of your financial position fits together. Where appropriate, we also work with your accountant, solicitor and other professional advisers to ensure your strategy is properly coordinated.

Start with a conversation

Arrange an introductory meeting to discuss your circumstances and whether Cedar Financial Consultants is the right fit for you.