CDG Finance Solutions
About the Business
Welcome to CDG Finance Solutions, a leading establishment in the finance industry located at Braeside, Boundary Road, 210 in Australia. As a trusted institution, we offer a comprehensive range of financial services that cater to both individuals and businesses.
At CDG Advisors, we pride ourselves on providing a total accounting solution. Whether it's personal tax returns or complex business and company returns, our experienced team ensures that you meet all your statutory requirements. We specialize in providing expert tax advice and setting up ownership and tax-effective structures for investments.
Superannuation planning is another area of expertise for us. Our team will guide you through the intricacies of self-managed superannuation funds, ensuring that you are fully informed and effectively planning for your future financial security.
In addition to our accounting services, CDG Real Estate offers a total property service. Our dedicated team will work with you to develop a property plan that aligns with your financial circumstances and long-term objectives. With access to the best on-market information and thorough research, we provide timely advice on various investment opportunities, including off the plan opportunities, buyer advocacy, syndication, and development opportunities. We also have licensed real estate affiliates to assist with any buying or selling transactions.
Managing rental properties can be a hassle, but with CDG Real Estate, you can rest assured that your asset will be well-managed. Our rental management services aim to minimize downtime and improve cost management, ultimately increasing your yield.
At CDG Finance Solutions, we understand that obtaining the best rates and a seamless investment process is crucial. That's why we offer broking services and conveyancing to ensure that you have access to the best options available.
Collaboration is key in our approach, which is why we work closely with our financial planning partner to provide our clients with the most suitable and commercially viable financial planning advice. Our team of experts takes the time to understand each client's unique circumstances, tailoring our services to meet their specific needs.
As a credit representative of BLSSA Pty Ltd, CDG Finance Solutions gives our clients the freedom to choose from a panel of over 30 major bank and non-bank lenders. We believe in providing choice and empowering our clients to make informed decisions.
Life Money Co., a part of CDG Finance Solutions, recognizes that wealth extends beyond financial resources. Our life-first strategic planning approach helps clients plan and execute a sustainable and affordable wealth strategy that aligns with their individual needs and goals. Our directors are also accredited self-managed super fund specialists, offering a complete suite of services for current and prospective self-managed super fund trustees.
At CDG Finance Solutions, we have a strong investment philosophy that is evidence-based and guides our approach to investing. We focus on selecting specific investments that align with our clients' goals and objectives.
The CDG Advisors group is a specialist team of experts who collaborate to provide market-leading advice and services across accounting, property, finance, and financial planning. Founded on the principles of experience, integrity, excellence, and reliability, we take a holistic approach to building a wealth creation strategy and lifetime vision with our clients.
We believe in active client participation and work with our clients over the long-term, adapting to their changing needs and helping them navigate the ever-changing legislative and economic landscapes.
Visit us at Building 1, Floor 2, Office 206210 Boundary Road Braeside Vic 3195, and let us help you achieve your financial goals with clarity and focus.
Photos
Location & Phone number
210 Boundary Road, Braeside VIC 3195, Australia
Hours open
Monday:
9:00 AM - 6:00 PM
Tuesday:
9:00 AM - 6:00 PM
Wednesday:
9:00 AM - 6:00 PM
Thursday:
9:00 AM - 6:00 PM
Friday:
9:00 AM - 6:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I cannot say enough about Tim and his professionalism, financial expertise and guidance. Tim has navigated us through some extremely complex financial situations and has delivered on every single one of our primary objectives; specifically new mortgages and refinancing for our specific and unique needs. Tim is always willing to take time out to chat and answer any questions and due to this, we always felt fully informed and comfortable throughout all our interactions with all financial institutions. I recommend Tim and the CDG crew highly to anyone needing expert financial advice, services and a means to meet their financial ambitions."
"Tim Chisholm from CDG has been nothing short of exceptional, during the process of buying our first home. Being first home buyers, we didn’t really have much of an idea of what we were doing and since working with Tim, his transparency, knowledge and professionalism have been exceptional. He has essentially held our hands through this process and made it seamless. Tim responds near immediately to all of our phone calls and email inquiries and was able to provide complete reassurance throughout every step of the way. Throughout our home loan there were unforeseen difficulties and challenges, through no fault of Tim’s or ours, and he was able to navigate his way through them and guide us through this process with relative ease. Tim will always be a part of our lives, as we have never come across someone who is so professional, knowledgeable and transparent. WE CAN’T RECOMMEND TIM AND HIS SERVICES HIGHLY ENOUGH!!!"
"Tim Chisholm is an absolute expert in his field and I cannot speak highly enough of my experiences with him. I have met with Tim for years, where he has always provided very sound financial advice, assistance in the share market, help obtaining a new home loan, as well as assistance with changing lenders on an existing home loan. Tim is incredibly generous with his time and makes sure to respond to every question or concern you may have, in the timeliest manner. He goes above and beyond to make any process as easy and stress free as possible for his clients. I cannot recommend Tim and the rest of CDG Advisors enough."
"We used CDG Finance Solutions during Covid lockdown late last year. There were times where we weren't able to meet in person, but Tim was always extremely professional and courteous, providing financial assistance and setting up our loan remotely, whilst keeping us updated on the phone or via video conference. Tim was also extremely quick in his responses to any of our questions or updates. Thanks so much Tim and all the best! HIGHLY RECOMMEND!"
"My experience with Tim Chisholm was nothing but amazing, having build our first home Tim took care of everything and made the process so much easier and had all the stress on our shoulders lifted. You responded to every question and concern so quickly we would highly recommend Tim Chisholm to anyone, he went above and beyond with us and made sure our mind was at ease every step of the way. Thank you so much Tim for everything you helped us so much!"
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