Accounting
CDG Advisors provide a total accounting solution, from personal returns to business and company returns.
We provide tax advice that ensures that you meet all your statutory requirements.
We specialise in advising clients and setting up the most appropriate ownership and tax effective structures for investments.
We advise on Superannuation planning and Self-Managed Superannuation Funds to ensure that clients are fully informed and are effectively planning for the future.
Preparation of Financial Reports and Tax returns for as follows:
- Companies
- Trusts
- Sole traders & Partnerships
- Self-Managed Superannuation Funds
- GST advice and preparation of BAS statement
- Audit of Self-Managed Super Funds and Non-Profit Organisations
- Bookkeeping
- Payroll Outsourcing Services
- Business Plan, Cash Flow Forecast and Budgets
- Incorporations of Companies, Trust, Self-Managed Super Fund
- Registrations which include ABN, GST, Business Name
- ASIC Corporate Affairs
Property
CDG Real Estate provide a total property service. We will work with you to develop a property plan that is suitable for your financial circumstances, risk profile and will meet your long-term objectives.
We will make recommendations based on sound research, historical data and having access to the best on market information.
Whichever form of investment you are considering, off the plan opportunities, buyer advocacy, syndication or development opportunities CDG Real Estate can provide the appropriate timely advice to minimise risk and provide the best result.
Also, we can assist with any buying or selling transaction as CDG Real Estate has licensed Real Estate affiliates.
CDG Real Estate will advise you on the rental management of your property. This ensures that your asset is well managed and that you reap the benefit of less down time and better cost management that increases your yield.
We also offer broking services and conveyancing, that will ensure that you have access to the best rates and provide a seamless investment process.
CDG Advisors also works closely with our financial planning partner to offer our clients the most suitable and commercial financial planning advice.
CDG Real Estate are licensed estate agents with Nick Carter and Gus Trigo.
Finance
CDG Finance Solutions takes the time to understand each client’s needs, requirements and unique circumstances. With an extensive panel of more than 30 Major Bank and Non-Bank Lenders we give choice back to our clients.
CDG Finance Solutions provides service, choice, and advice to borrowers seeking finance for:
- House, Land or Investment Property purchases
- Re-financing of existing mortgages
- Residential construction, renovation or extension
- Debt consolidation
- Investment/Business Loans
- Self-Managed Super Funds (SMSF)
- Commercial Property purchases
- Vehicle & Equipment Finance
CDG Finance Solutions Pty Ltd is a credit representative (509961) of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit Licence 391237).
Read our Privacy Policy
Wealth
Life Money Co. recognises that wealth extends beyond financial resources to encompass family, community and ultimately time.
Utilising a life-first strategic planning approach, we assist clients plan and execute a wealth strategy that is sustainable, affordable and tailored to meet client’s individual needs and goals.
Life Money Co. provides the following services:
- Strategic Wealth Creation
- Retirement Planning & Superannuation Advice
- Investment Advice & Portfolio Management
- Cashflow Management & Budgeting
- Estate Planning
- Personal & Business Risk Insurance
Life Money Co.’s Directors are also accredited Self-Managed Super Fund specialists and provide a complete suite of services for current and prospective Self-Managed Super Fund Trustees.
Our evidence-based Investment Philosophy underpins how we approach investing and how we select specific investments. Put simply, we focus on:
- Asset Allocation
- Diversification
- Keeping Costs Low
- Discipline
- Long-Term Investing
Who We Are
The CDG Advisors group are a specialist team of experts who work collaboratively to provide clients with 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 clients, enabling them to pursue their goals with clarity and focus.
Wealth creation strategies are tailored to each client’s individual needs and objectives and we believe in clients having hands-on participation in the formulation and execution of these strategies.
We work with clients over the long-term, evolving with them as their needs change and helping them successfully navigate the ever-changing legislative and economic landscapes.
We can help you
The first step is to pick up the phone and call us for a chat.
Melbourne Address
Building 1, Floor 2, Office 206
210 Boundary Road Braeside Vic 3195
Opening hours
Monday to Friday
9:00am - 5:00pm
Sydney Address
Level 2, 50 Yeo Street
Neutral Bay, NSW 2089
Mailing Address
PO Box 520
Bentleigh Victoria 3204
Our businesses
