Cargill Financial 74 Keilor Road, Essendon North, Victoria 3041
About the Business
Welcome to Cargill Financial, located at 74 Keilor Road in Essendon North, Australia. As an establishment specializing in finance, we are dedicated to ensuring that your superannuation works as hard as you do. With your superannuation being one of your largest investments outside of your income or family home, it is crucial to get it right.
Our team is here to help you develop a comprehensive plan to build your assets for retirement, as well as guide you on how to effectively use your funds so they last throughout your retirement. We understand that retiring comfortably and early is a goal for many individuals, and we are committed to assisting you in achieving this goal.
At Cargill Financial, we believe that your hard-earned income should work its hardest for you. Therefore, we provide strategies and plans to help you reduce debt and save for the things that matter most to you. We also understand the importance of protecting your financial assets, especially considering that many people earn over $2 million in wages throughout their lifetime. Our team can help ensure that your finances are prepared to weather life's unexpected challenges.
Navigating through government bodies and aged care facilities can be confusing and time-consuming. That's why we offer our expertise to ensure that you are in the best financial position possible, given all the available options. Our team will guide you through the process, providing you with peace of mind and financial security.
Meet our directors and senior financial advisers, Matt and Brodie. With extensive experience in superannuation, retirement planning, and personal insurance, they are dedicated to understanding your needs and tailoring strategies to meet your objectives. Let them take on your financial worries while you focus on enjoying life. In their spare time, Matt enjoys competitive tennis and supporting the Bombers, while Brodie loves traveling and has already booked his flights to New York for December 2023.
Matthew Lancashire (316347) and Brodie Miller (280954) are authorized representatives of Paragem Pty Ltd, AFSL 297 276 ABN 16 108 571 875. They are both Certified Financial Planners (CFP), ensuring that you receive expert advice. For more details, download a copy of our Financial Services Guide (FSG) and Adviser Guide from our Fine Print Page.
Deidre, our resident review organizer, is here to assist you with all your client review needs. From scheduling meetings with Matt to organizing documents, she ensures a seamless process. Deidre is also a valuable asset in office administration. She has two kids and enjoys walking, with big plans for a family holiday to Greece in the near future.
But don't just take our word for it. Hear what our clients have to say. One client had insurance through Cargill for seven years and questioned its worth until they experienced a heart attack. They were blown away by the exceptional care and handling of their claim by Matt and Brodie. Another client has been receiving advice from Matt for four years and highly recommends his professionalism, trustworthiness, and consistent follow-up.
At Cargill's, we not only want to help you reach your financial goals but also ensure that you understand the strategies and legislation involved. That's why we send out monthly emails with simple and easy-to-digest articles on financial planning matters that may affect you. From helping your kids to understanding personal insurance or saving plans, there's something for everyone. Sign up today and start expanding your financial knowledge.
We value your inquiries and aim to respond within 24 hours. If your question is urgent, please don't hesitate to call us at 03 9351 0222. Trust Cargill Financial to guide you towards financial success.
Photos
Location & Phone number
74 Keilor Road, Essendon North, Victoria 3041, Australia
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
List of local businesses, places and services in Victoria
β business help π services β phones π opening times βοΈreviews π addresses, locations π· photos