At CSF Private Wealth, we provide everyday Australians, with expert financial advice that’s easy to understand. Why? Because we believe great financial advice provides clarity, certainty and peace of mind, and everyone should enjoy those benefits, regardless of their financial starting point.
Whether you want to buy a home, enjoy a life without financial stress, or just know your family will be looked after if something unexpected happens, we can put a simple plan in place to make it happen.
Many Aussies are on track for an average retirement. Others lack financial security in the face of illness or injury. More are stuck in default Super funds with below-average returns – and don’t even know it. We’re here to ensure you’re on the front foot, heading towards your financial goals with confidence.
We start by working out what you want to achieve; now and in the future.
Are you currently on track to reach your goals? If not, We devise a plan to get you there.
We implement and manage your plan to ensure you stay on track.
CSF Private Wealth are Licensed Financial Advisers with over $400 million dollars in Assets Under Management. We are Corporate Authorised Representatives of InterPrac Financial Planning, established in 2001, a wholly owned subsidiary of publicly listed ASX firm, Sequoia Financial Group.
We operate under Australian Financial Services Licence Number 246638, which is issued and regulated by the Australian Securities and Investment Commission.
Our founder, Dominic O’Regan, is a Senior Associate of the Financial Services Institute of Australia, Member of the Tax Practitioners Board, Adviser Member of the Association of Independently Owned Financial Professionals, and Practitioner Member of the Financial Advice Association of Australia (FAAA).
At CSF Private Wealth, we believe in more than just numbers. We’re dedicated to making a real impact whether it’s educating the next generation, supporting local neighbourhood initiatives or raising funds and awareness for incredible national charities, we’re committed to uplifting and strengthening the communities we serve.
In the words of Clint Eastwood, “What you put into life, is what you get out of it.” Each day we make a difference. Sometimes we are the difference for one, other days for many. Whatever the number, it matters.
When markets feel volatile, it’s easy to focus on the daily headlines. But underneath the noise, there are a few powerful global forces reshaping investment returns.
This year’s Federal Budget includes a range of proposed tax reforms affecting individuals, small businesses, property investors and discretionary trusts. While many of these measures are still subject to legislation and may change, the overall direction is clear. The Government is aiming to provide additional support for workers and small businesses, while also changing the […]
When markets feel volatile, it’s easy to focus on the daily headlines. But underneath the noise, there are a few powerful global forces reshaping investment returns.
We’re all about sharing knowledge and ensuring that you’re in the know, even before you ask. Here are a few queries you might be pondering over.
CSF Private Wealth is an Australian-based, licensed financial planning firm and Corporate Authorised Representatives of InterPrac Financial Planning, established in 2001. CSF Private Wealth operates under Australian Financial Services Licence 246638. InterPrac Financial Planning is a wholly owned subsidiary of publicly-listed ASX firm Sequoia Financial Group.
Choosing an adviser you can trust is one of the biggest challenges for Aussies looking to implement a financial strategy. To help make the decision easier and advice more accessible, we don’t charge fees for going through the research process. That means we’ll present our findings and make our recommendations and if you choose not to proceed for any reason, the whole process won’t cost you a cent. You can view our recommendations and see what our fees and the benefits will be, before having to commit either way.
If you want to know where you’re going, and exactly how to get there, the best way to achieve your goals is with a plan. Studies consistently show that professional financial advice leads to significantly better outcomes, especially in retirement. If you want to maximise your financial well-being and ensure a secure future, it makes sense to get expert guidance tailored to your specific goals and circumstances.
We take great pride in providing objective advice that’s solely in your best interests. As a privately owned firm, free from any affiliations with Super funds or banks, we have no conflicting interests. Our recommendations are designed to empower you to make informed decisions with confidence.
Considering financial advice but unsure where to start? At CSF Private Wealth you’ll receive an obligation-free statement of advice upfront, detailing strategies, costs and benefits before you make any commitments.
That’s right, you’re in the driver’s seat. You only pay if you choose to proceed. No worries and no cost if you decide otherwise. We believe in getting you on the fast track to financial success, and it doesn’t get any easier or more accessible than that.
The team at CSF Private Wealth are extremely good at what they do and their customer service is amazing.
We have seen a number of financial advisors over the course of our working life and we can finally say we have found the perfect fit. Dominic has given us confidence in our end goal which is to retire at 60 and to be setup to lead a very comfortable life.
They were brilliant in going through the details in a manner I could understand easily.
Excellent service; great knowledge and easy to work with. Highly recommended.
Dominic did a full review of my current finances and was able to identify a number of areas that needed improvement. I like his straight forward approach, the advice was intelligent and he communicates well.
Being a new client, so far Dominic and the team have been nothing less than fantastic, very friendly, helpful and positive towards my financial future, looking forward to a great working relationship between us.
Easy to communicate with, I am excited to work with the company. Friendly service.
Very professional and friendly company. Had a few questions that they answered very quickly. Dominic, Jenna and Natalie are fantastic.
Very helpful. Very friendly. Very happy with the service I have received. Feels like they are on your side.
Have been an absolute blessing for my husband and I. A very considerate and friendly team that do all the little extra things that a lot of modern companies don't bother with. Have made our life much easier and have put our finances in excellent order.
CSF Private Wealth (ABN 36 634 263 148) is a Corporate Authorised Representative No.1299668 of InterPrac Financial Planning Pty Ltd (Australian Financial Services Licence Number 246638). Clear Sky Finance Pty Ltd (ACN 679 620 716) is authorised under Australian Finance Group Ltd ACN 066 385 822 Australian Credit Licence 389087. Information contained in this website may not take into account any individuals’ objectives, financial situation and needs. Before acting on any information contained herein, you should consider the appropriateness of the advice having regard to your personal objectives, financial situation and needs
