Wealth Creation | Outcomes that count

The Cohen Fasciani Family work with you through a trusting relationship, combining our knowledge and experience to help you achieve the outcomes that count.

About Investment Advice

Our aim is to ensure we understand what our clients appropriate asset allocation and risk tolerance levels are to ensure they achieve their personal goals. We offer easy to understand information on the financial and share markets and other avenues in which you can invest your monies. You can expect that the administration services we provide reduce complexity of managing your investment portfolio providing an effective and efficient administration solution.

Our Portfolio Management and Reporting services main objective is to ensure that you are informed and kept up to date with your investments and market trends

Portfolio valuations

Performance reporting

Consolidated tax reporting

Ongoing Investment updates

Market updates

SMSF

Self-Managed Superannuation Funds (SMSF’s) are the fastest growing sector in the superannuation industry.

Investment Advice

Our aim is to ensure we understand what our clients appropriate asset allocation and risk tolerance levels are to ensure they achieve their personal goals.

Retirement Planning

Approaching retirement can sometimes cause uncertainty and concern as it can seem like a great unknown.

Risk Management

Though you may do everything right to ensure that your wealth creation plan is on track and your individual life goals are being met.

Budget & Cashflow

To formulate an effective strategic financial plan you need to ensure you are either reviewing options for budget management or optimising cash flow.

Estate Planning

Estate Planning is one of the most over looked parts for an individuals financial future