C&R Financial Management

Financial Service Packages

Time to Review Your Financial Strategy?

We’re now inviting clients to lock in their 2026 Financial Review Service Package, tailored to your portfolio.

Each year we provide our financial planning clients the option to renew their Financial Service Package. The Packages help you get traction and keep you moving along your financial journey. Phillip reviews each client’s file and makes his recommendation for the most suitable package for them.

Real Resutls

A long-term client using our Gold Package achieved an average 17.52% annual return!

Bonus

Subscribe before 30 June 2025 and your package fee may be fully tax deductible for this financial year

$ 3,300

Annual Inc GST

One annual financial review with personalised strategy check-in
Full review of investments, debt, superannuation & estate planning
5-Minute Financial Health Check
Astute Wheel data storage + vault access
Access to exclusive investment webinars & guest speaker events
Session summary, agenda notes & video recording
10% off advice, admin, and accounting fees

$ 4,400

Annual Inc GST

Includes all Bronze benefits
Unlimited phone support throughout the year
Two Core Logic property valuations & investment portfolio reports annually
Additional Goals & Health Check reports
FREE second catch-up appointment (valued at $440)
Complimentary modelling for financial projections
25% off advice, admin, and accounting fees

$ 6,600

Annual Inc GST

Includes all Silver & Bronze benefits
Three detailed valuations & reporting updates per year
Higher frequency of Health & Goals reports
Premium access to webinars and boardroom strategy sessions
Enhanced tax planning, including CGT and super contribution strategies
Additional estate planning review with implementation support
50% off advice, admin, and accounting fees

Popular

What people say

Don't take it from us, here's what our clients are saying

"A very pleasant team to work with. Headed by Phillip and Ann and flowing through, there professionalism and work ethic is brilliant. Would highly recommend C&R group"

"Been a client for over 15 years, they are super professional and are up-to-date with all the latest tax rules trying to get the best return possible for their clients. Highly recommend Concepts & Results"