Our financial planning process | CSC Financial Planning

If you are under financial stress, you might find it difficult to talk about financial and retirement planning. Our financial planners are here to help.

Financial Planner Martin talks us through the financial planning process—steps include completing a discovery guide, an initial meeting with our planners, and preparation of the financial plan and assistance to put it in place.

At CSC, we are keen to get to know you and what you want out of retirement—we want to help you lay out a path to get there step-by-step. Our Financial Planners can look at all aspects of wealth and provide advice to help get you in a better situation. Our focus is to increase financial literacy so our customers can make informed decisions that are aligned with the organisation's core values.

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