CNA Accountants

A leading Australian Financial Planner that teaches everyday Australians how to invest their own superannuation.

Who we are

Have you ever wanted to take control of your own financial future and retirement and learn how to invest your own money through the power of a self managed super fund?

We provide one on one dedicated training that will equip you with the tools and the knowledge to start taking control of your own superannuation.

Are you tired of the big superannuation funds just treating you as a number? Their overly exorbitant fees taking a large bite out of your hard earned money?

You’re not the only one. We have helped dozens of Aussies escape the big funds and take back their retirement.
You do not need any prior knowledge on investing, we will take you through everything step by step until you are comfortable on your own.

What we do

We have clients from all walks of life, including nurses, chefs, daycare workers and factory workers. Many of them had no prior knowledge of investing before working with us. Although it may seem scary at first many of our clients find it fun and empowering to be in control of their own financial future.

You will be provided with your own dedicated financial expert from our team. Once a week you will meet up for 45 minutes over a phone or video call where you will learn the ins and outs of investing your own superannuation fund.

Your adviser will work with you to create a dedicated investment plan based on your long term retirement goals.

Every individual is different and so your investment strategy will be unique to you. Maybe you want to learn how to invest in Australian or international shares? Maybe you want to learn how to invest in property using your superannuation? We even have clients that invest in rare wines and classic cars.

Meet one of our many happy clients Kevin

Book your free consultation

Your adviser is always available through phone and email if you have any questions or just want to talk strategy.

Contrary to popular belief, you do not need hundreds of thousands of dollars to invest your own superannuation, although we do advise you to have at least $30,000 to work with.

If you would like to learn more we offer a no obligation free phone call where we will be happy to answer any questions you may have and guide you through the process.

Please book your free consultation below and we look forward to meeting you