Financial Advisor Brisbane - Financial Planner - Life Insurance - Personal Insurance - Business Insurance - Succession Insurance - Retirement Planning - Income Protection - Stock Market Advice - Investment Advice - Trading Advisor - Accounting - Chartered Accountant - Superannuation - Self Managed Super Fund - Tax Planning - Tax Returns - Property Investment
Corporation U is a boutique Financial Planning & Accounting practice offering a wide range of advice and tax related services. Competitively priced, Corporation U works with individuals and businesses. Whether it’s a simple once off, or a complex ongoing advice or accounting need, we have a specialist that can help. Call us today and book a free introductory meeting. No concern is too small or too big.
Corporation U is an Australian-owned financial services company, dependable enough for your financial planning needs. Our team of accountants has been working together since 2008, but accumulatively we already have over 100 years of experience in the financial services industries. Our aim is to assist all hard-working Australians, and afford them a quality financial advice with a rigid focus on strategy and ongoing support.
Corporation U will reinstate the balance to the marketplace, through encouraging competition and giving back the power to the clients. This is our way of empowering people to be mindful of their financial futures. By doing so, you can set the goals and the direction of your plan, whether it is for retirement, property investment, insurance application, or wealth building. Our team of expert Financial Planner, Tax Specialist, Insurance Specialists and Mortgage Brokers will equip and advise you everything necessary to attain all your financial objectives.
We mainly assist clients to properly manage their finances and keep on top of their financial goals, with just a simple flat-for-service rate.
As a professional financial advisor, Corporation U has the authority to provide financial advice under ASIC as a Corporate authorised agent of Charter Financial Planning Limited.
With Corporation U, you will act as a Chief Executive Officer of your own finances, and as a CEO it is your primary duty to meet your financial planner or advisor to help you identify your goals and develop a strategy that can cover all your financial requirements, such as:
-
Financial Planning
-
Income Protection
-
Life Insurance
-
Personal Insurance
-
Business Insurance
-
Succession Insurance
-
Succession Planning
-
Retirement Planning
-
Accounting
-
Superannuation
-
Self Managed Super Fund (SMSF)
-
Tax Minimisation
-
Tax Planning
-
Tax Returns
-
Investment Property
-
Investment Advice
-
Stock Market Advice
-
Trading Advice
-
ASX
Corporation U will then outline the benefit, risks and costs of each course of action for your better understanding. Then, your assigned finance advisor will liaise with other financial executives, like chartered accountants, mortgage brokers, trading advisors and estate lawyers to ensure that we achieve your financial objectives.
Discuss your needs with a friendly financial executive in Brisbane today!