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.

Meet your financial planning team

Kelly Miller

Over 15 years experience
Financial Planning Department
kmiller@cr.com.au

I’m a dedicated professional who takes pride in delivering my best. Outside of work, I enjoy spending time with my horses and exploring new recipes with my Thermomix.

Phillip Scandizzo

Over 24 years experience
philgood@cr.com.au
0407 755 775

“The biggest shift comes when you stop fearing your numbers and start using them. Most business owners are sitting on way more opportunity than they think – but until they understand what the numbers mean to them, they’ll keep playing small”

At my core, I value family and close friends, drawing strength and motivation from meaningful relationships. Whether guiding clients to success, building connections, or exploring the world, I aim to live a purposeful, adventurous life rooted in integrity.

Angie Scandizzo

Over 2 years experience
Financial Planning Department
angie@cr.com.au

I’m passionate about creating a welcoming experience for clients and bring a friendly, professional approach to every interaction. I’m studying Business (Accounting) at Swinburne, and outside of work I love spending time with friends and trying new international foods.

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

Bronze Package

For portfolios $50k–$300k
$ 3,300
00
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

Silver Package

For portfolios $300k–$700k
$ 4,400
00
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

Gold Package

For portfolios $700k+
$ 6,600
00
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
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What people say

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