Real People. Real Service. Real Results.
At CLS Investment services, our Certified Financial Advisors are here to provide you with
personalised advice and planning solutions that will help get your finances in order and ensure
a secured future. Whether it’s consolidating your superannuation or setting up investment
portfolios, we can develop tailored strategies to best suit your needs. So don’t hesitate,
if you’re looking for expert financial guidance, contact us today.
Financial planning
Choosing what to invest in to grow your wealth can be difficult—there are so many options available, many of which may not be right for you. CLS can help you make smart, educated decisions on effective financial investments.
Investing can be a very personal decision, and everyone’s risk tolerance will differ depending on your financial position and general disposition. We take the time to understand what you want out of your investment portfolio and make it a reality.
Insurance
Our transparent, ethical investment advice helps you maintain and grow your wealth. We can help you make wise, low-risk investment decisions tailored to your long-term goals and values.
At CLS, we believe that by simplifying and clarifying your investment decisions, you will feel empowered and in control of your finances. No matter your position in life, we’re here to help you along every step of your financial journey, ensuring that you can reach your goals and dreams.
Personal Insurance Advice
Have you been striving to make sure your home, business and investments are safe?
You have worked hard throughout the years to get where you are today, so securing your investments should be a top priority. Don’t let yourself slip backwards. Take proactive measures in making sure that everything is secure by getting professional advice from our experienced group of
financial advisors at CLS.
If you fail to choose the right type and level of insurance coverage, you could be putting yourself, and your assets at risk. We can help you make the right decisions regarding your insurance.
Let Us Help You Plan For The Future. By catering to all your personal insurance needs we can assist you with:
– Life Insurance
– Income Protection
– Insurance
– TPD Insurance
– Trauma Insurance
– Protection for you and your family
– Personal Insurance covered inside and outside of your Superannuation
Self Managed Superfunds
Many people with funds in superannuation have been enjoying the freedom of choosing how those funds are invested through self-managed super funds. With the advent of the self-managed superfund, managing your retirement funds is now fairly common as people shun large corporate public funds and opt to control their nest egg themselves.
There are significant rules and regulations in place to govern the management of your superannuation in order to protect your retirement savings. Until recently for instance it was not possible for a superfund to borrow funds for investment purposes. This ban has now been lifted and superfunds, including self-managed superfunds, are able to borrow money to directly purchase real estate or shares in order to further the investment portfolio of the fund.
Home Loans
There are hundreds of home loan products on the market and it is important that you find a solution that best suits your needs, budget and personal requirements.
Our inhouse brokers and team of experts understand the market and will find the best loan to suit your needs. When dealing with us you will receive qualified advice and guidance throughout the borrowing process. We promise to keep finance simple and keep you informed every step of the way!
My Finance Brokers | Home Loans
At My Finance Brokers, proud partner of CLS Investment Services, our aim is to help you realise your full financial potential by providing you with competitive choices and opportunity.
We understand that making a big purchase can be a daunting experience. Our team of experts understand the market and will find the best loan to suit your needs. When dealing with us you will receive qualified advice and guidance throughout the borrowing process. We promise to keep finance simple and keep you informed every step of the way!
Testimonials
“CLS investments is an organisation I can’t recommend highly enough. This service is holistic and
responsive and has an integrated approach to financial advice.”
Phil Major.
“CLS provide advice that guides us through rough economic storms and
helps us to thrive in the good times, ensuring the long term success of our financial plan.”
Brian and Vera Cvetkoski.
“The team will take the time to understand…
tailor your needs and requirements,
and guide you every step of the way.”