CTWealth Financial Advisory (Sunshine Coast) 2 Innovation Parkway, Birtinya, Queensland 4575

Welcome to CTWealth Financial Advisory, located in Birtinya on the Sunshine Coast. Our institution is an establishment that specializes in finance and is a point of interest for individuals seeking expert financial advice.

At CTWealth, our Certified Financial Planner (CFP)®, Cameron Teague, leads our team. Cameron holds a bachelor's degree and postgraduate qualifications in financial planning. With over 20 years of experience in the industry, Cameron has worked in both private practice and Industry Funds, providing him with a diverse background and deep knowledge of financial strategies.

One of the key aspects that sets CTWealth apart is our commitment to transparency and client-centered service. We operate under a genuine and transparent fee-for-service model. Unlike many financial planners, we do not charge asset-based fees or accept any form of commission. Our early adoption of the fee-for-service approach reflects our belief in fee transparency and the separation of advice fees and product.

When you choose CTWealth, you can expect a personalized approach to your financial needs. We offer a range of fee-based options to suit your requirements, including pay-as-you-go meetings, annual review meetings, and an ongoing service model. Importantly, we do not charge fixed ongoing advice fees based on the amount you have invested, which is a unique aspect of our practice.

We prioritize the development and delivery of complex financial strategies, focusing on our strengths to ensure the best outcomes for our clients. For any other professional services required, such as estate planning, broking, or accountancy, we have established preferred partners who are experts in their respective fields. We do not have any financial arrangements for referrals with these professionals, ensuring our recommendations are solely based on your needs, goals, and objectives.

As a privately owned and operated practice, we have no affiliations with banks or other product providers. We are not vertically integrated and have no sales targets. This allows us to provide our clients with access to the best-in-practice products across both the retail and Industry Fund environments. Our recommendations are driven by your best interests, rather than a need to sell products.

CTWealth Pty Ltd, trading as Cameron Teague Wealth Advisory, is a Corporate Authorised Representative of MFG Advice Pty Ltd. Cameron Teague's ASIC adviser number is 001006494.

If you are seeking expert financial advice that is transparent, personalized, and focused on your needs, CTWealth Financial Advisory is here to help. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.