CXC Financial Partners 99 Walker Street, North Sydney, New South Wales 2059

Welcome to CXC Financial Partners, a leading establishment in finance located at 99 Walker Street, North Sydney, Australia. Our institution is dedicated to partnering with individuals, couples, families, and business owners who are eager to unlock their true financial potential.

At CXC Financial Partners, we understand that the time has come for our clients to take a more proactive approach to creating and securing their wealth. With busy lives and complex financial situations, they are seeking insights and speed to connect all the dots. They require guidance, transparency, and a sense of comfort as they share their personal or business vision of financial success.

With our comprehensive support in financial planning, tax strategies, and lending services, our clients are ready to commit to action and are excited to embark on a clearer path to their own financial prosperity.

We are proud to offer a unique engagement offering that sets us apart from other institutions. Our team of experts, including May Chong, Josh Perkins, Brett Piercy, and myself, are aligned with our clients and are dedicated to delivering truly innovative solutions. With over 50 years of combined experience in tax, technology, and financial services, we are committed to raising the bar for building our clients' wealth and making their lives easier.

Our clients are at the heart of everything we do. We love them and are committed to ensuring that our solutions reflect their needs and save them valuable time. Our name change to Satori Advisory represents our commitment to delivering a fresh approach that focuses on better wealth discussions, better wealth solutions, and a much clearer path towards achieving client goals.

As we embark on this new chapter of our business growth, we are thrilled to introduce our new owners and our rebranded image. Over the last 12 years, we have witnessed the power of adding lending to our tax and wealth solutions for our clients. We are proud of the results we have achieved and are excited to roll out our next major rebrand, renaming CXC's Launch Money business.

The Satori model of advisory embraces the idea that advisors can no longer operate in silos. We believe in doing away with fragmented advisory and moving towards a modern model that embraces "multi-lens" problem-solving. It is time for advisors to work smarter, more cohesively, and to orientate their services around the client's needs, rather than the current inefficient way things are done in our industry.

Our team at CXC Financial Partners embodies non-negotiable attributes such as kindness, intelligence, non-judgment, empathy, strategic thinking, leadership, growth mindsets, clear communication, organization, and accountability. We are excited to meet you and invite you to book a complimentary meeting with us to discuss your financial goals.

We are thrilled to unveil our brand new website, which reflects our exciting rebrand and name change. Our new branding is centered around the concept of Wealth Enlightenment. We believe in transforming complexity into simplicity and simplicity into meaningful action.

Welcome to CXC Financial Partners, where we are dedicated to helping you achieve financial enlightenment and a brighter future.