Experience

Cruz Financial Planning

• Australia
• Financial Services
• 1 - 100 Employee

• Client Services Manager

  • Jul 2017 - Present

• Client Manager

  • Jul 2017 - Present

  Our services range from hands-on to advisory. Whether you need some assistance with your cash flow or a complete wealth management strategy, our team can help.• Cash Flow and Budgeting: Keep your cash growing with solid budgeting and get closer to your goals.• Debt Structuring: Increase your wealth faster with our effective debt strategies.• Intergenerational Wealth & Estate Planning: Secure your family’s financial future with proper preparation and documentation.• Insurance and Risk Management: Know your risks and how you’re protected from them with us.• Retirement and Superannuation Planning: Grow your future funds with our strategic advice and long-term planning.• Asset Protection: Keep your assets safe from unforeseen circumstances with protection.• Investment Management: Accelerate your growth with our simple yet effective investment philosophy.• Property Portfolio Analysis: Find out how to bring out the best performance of your property portfolio.• Business Succession: Plan for a smooth transition when the time comes to exit your business.• Family Board Guidance: Have peace of mind with one of our advisers as your board’s administrator. Show less