Financial Planning

Your money, working hard, for your future! Residing at CDP & Co’s Office is Adam Meda of AJM Financial Planning, who specialises in Superannuation, Retirement Planning, Wealth Creation and Personal & Business Insurances.

Adam is delighted to work in conjunction with CDP & Co to help our clients achieve a more prosperous future by providing them with sensible financial advice that is tailored to their personal circumstances and objectives.

Here’s what we can offer you:

  • Comprehensive services available from a long standing specialist Adam Meda, who provides customised advice based on products of best fit to client as distinct to many other financial planners who advise based on commissions generated.
  • A free no obligation initial consultation with Adam Meda.
  • Service that extends beyond (just) superannuation to include customised review of your financial position to ensure your money works as hard as you do.

And once an investment strategy has been chosen, we can then help you with the management of your new assets to ensure a minimal tax liability and maximum protection.

You can contact Adam directly on (03) 9571 0990 or email adam@ajmfinancial.com.au

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