7 Station Street Wickham NSW 2293
Our services
Tailored Financial
Solutions
for Every Stage of Life
At Cruden Financial, we understand that your financial goals are unique. That’s why we offer a range of personalised services designed to help you grow, protect, and manage your wealth at every stage of life. Whether you’re planning for retirement, reducing debt, or building your investment portfolio, we’re here to provide expert advice and support.
Superannuation
Maximise your superannuation savings with expert strategies, ensuring you have the financial security needed for a comfortable and stress-free retirement.
Retirement Planning
Develop a comprehensive retirement plan that aligns with your lifestyle goals, giving you peace of mind as you transition into the next stage of life.
Redundancy
Get the right advice and strategies to protect your finances if you face redundancy, helping you plan for your future security.
Emergency Service Employee’s
Maximise your superannuation savings with expert strategies, ensuring you have the financial security needed for a comfortable and stress-free retirement.
Debt Reduction
Take control of your finances with customised repayment plans that help reduce debt efficiently, freeing up resources for future growth and security.
Estate Planning
Ensure your assets are protected and distributed according to your wishes, with a well-structured estate plan designed for your long-term peace of mind.
Cash Flow Management
Take control of your finances with a custom plan to manage your income and expenses. We’ll help you optimise your cash flow to ensure financial stability and growth
Wealth Accumulation
Build and grow your wealth with a personalised investment strategy. Our expert advice will help you accumulate assets for a prosperous future.
Life Insurance
Protect your loved ones with tailored life insurance solutions. We’ll guide you in selecting the right coverage to secure your family’s financial future.
Tax Planning and Optimisation
Optimise your tax strategy to save more and grow your wealth. We’ll guide you through smart tax planning strategies that align with your financial goals.
Personal Injury and Compensation
Cruden Financial provides dedicated support to help you understand your rights, file accurate claims, and work toward fair compensation for injuries or losses you have suffered.
Total & Permanent Disablement (TPD) Claims and Tax
Receiving a TPD settlement involves critical financial decisions. Cruden Financial simplifies the process, guiding you through tax obligations and the impact on entitlements.
Your
Financial
Questions, Answered
Curious about how we can help you achieve your financial goals? Here are the answers to the most common questions we get, designed to give you clarity and confidence on your financial journey.
We offer a wide range of financial services, including retirement planning, superannuation advice, debt reduction, estate planning, wealth accumulation, and more. Our goal is to help you achieve financial security and peace of mind.
No, financial advice is beneficial for everyone, regardless of wealth level. Cruden Financial tailors services to suit all financial situations, from debt reduction to wealth accumulation.
We conduct a comprehensive assessment of your financial goals, current situation, and future aspirations. Based on this, we provide customised strategies tailored to your needs.
Yes, we specialise in debt management and reduction strategies to help you pay off debts efficiently and prevent future debt accumulation.
Estate planning secures your legacy by ensuring assets are distributed according to your wishes. It also provides clarity and security for your loved ones.