CATS Financial Planning is a fantastic new addition to the CATS Organization. This division has been created with the goal of adding a valuable service to CATS’ existing clients as well as those interested in gaining complete control over their financial position. This means CATS has an even greater pool of experience and knowledge to help you get your business and finances purrrring!
CATS Financial Planning will be operated by Michael Phillips. Having worked as a Financial Planner on the Central Coast for over 12 years, Michael brings a highly experienced and pragmatic approach to financial planning. As the client manager for CATS Financial Planning, Michael will bring a very "hands on" style of business, working closely with his client base at all times. Michael believes in employing simple plans in order to achieve realistic goals – working in a manner that will give you financial control without the burdens of stress or complexity.
Because we care. CATS Financial Planning is operated in a vastly different manner to your average Financial Planner. Unlike larger firms where clients feel like they are just another number, CATS Financial Planning prides itself on sharing a very close and happy relationship with its customers. CATS aims for a long term relationship where it can work with clients to achieve their goals.
With CATS Financial Planning, unlike many institutional planning operations, Michael, your planner, won’t get promoted after 6 months or disappear from the role of servicing you. Michael has no sales budgets to achieve, Michael answers only to you - the client. Michael creates plans based around YOU and YOUR circumstances. Everyone is different and has different needs, goals and objectives.
Cats Financial Planning works on a process called the FIVE PILLARS of Financial Security. These key pillars are what we should all strive for, including:
HOME - We all like the idea and security of having our own home.
SUPER - This acts as your 'wages' in retirement and is a very tax effective environment in which to save.
INVESTMENTS - These can consist of all kinds of assets but are flexible and provide extra income and access to capital for the purposes of things such as holidays, upgrading cars etc.
CASH - We cannot be sure what is around the corner and it is important to have some cash set aside for an emergency.
PROTECTION - All the best laid plans can come unstuck and it is vital that these 4 pillars are protected by the most important pillar to ensure the structure does not collapse due to illness or injury. We can provide you and your family with advice on Life/TPD, Income Protection and Trauma insurance.
The management of one’s financial affairs can be very time intensive. CATS recognize that its clients must focus time on parts of their life that doesn’t include managing finances. Trying to manage, research and act on financial affairs is time consuming and often stressful!
Don’t hesitate, let CATS Financial Planning take the stress away and get your finances purring…
Contact Michael Today: 0409 846538 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it.
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