Dear Valued Clients

We hope this finds you and yours safe, and well, during these difficult times.

In this constantly evolving situation, we are continuing to follow the official Government advice, so we can ensure the safety, health and welfare of our team, you our clients, and others with whom we interact.

 It is our priority to continue to provide our usual services to you.  Our business continuity plans have been activated and our team remains available to you as required.

 As a consequence of the Government’s most recent advice, we have made the decision to have our team working from home, effective Friday 27th March 2020. We do not anticipate any material change in our service to you and you can continue to contact us as you would normally.

 We would ask however, that you initially email us at ‘Reception’ or ‘Michelle’,  @cotterfg.com.au with any queries, service needs etc. as this will assist in managing responses. 

We will continue to monitor the situation and will provide updates, but please be assured that we remain committed to conducting business as usual as much as is possible.

If you have any queries or concerns regarding the above, please do not hesitate to let us know.

Regards

Kym Cotter l Director
Cotter Financial Group Pty Ltd

About us


Cotter Financial Group (CFG) is a family owned, boutique financial planning firm based in North Adelaide. With over 30 years industry experience and being Adelaide born and bred, business principal, Kym Cotter, provides a full range of personal and business financial advisory services to his loyal, long term client base and their families. CFG does not have any shareholding by any bank, credit union, insurance company or any other financial institution.  This is an important point of difference in today’s financial services industry.

Our aim is to assist you in making the best-informed decisions by placing you in full control of your financial affairs.  Our professional advice will ensure you discover appropriate financial solutions, making your money work for you in the best way possible.  Let us help you manage, protect and build your assets whilst “securing your financial future”.

We can help you to…

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Retire with peace of mind

Look at my retirement options with Superannuation and Retirement Planning.


Manage my portfolio

What are my Investment options?


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Develop risk protection

Who knows what might be just around the corner.

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Protect your family

With a range of insurance policies and access to Centrelink assistance.


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Plan my Estate

Who is taking care of your assets.


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Manage my debt

Budgeting and debt management solutions.

Helping the people of Adelaide secure their financial futures for over 30 years.


We’re not just a flash in the pan financial specialist…. we have been helping the people of Adelaide plan for early retirements, develop their nest eggs, buy homes and protect their lifestyles with smart finance advice.

 

Here what our clients are saying about CFG’s financial advice

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  • Kym has been my Financial Advisor since early 2010. He has successfully guided me and my investments through some financially interesting, and at times, stressful years. Under his direction my portfolio has continued to increase in value thereby maintaining a consistent level of income.

  • Kym keeps us fully informed whenever there is need to make a change of any sort. It needs to be said that our funds have been well managed over this time frame, which has allowed us to enjoy our retirement, safe in the knowledge that our finances are in safe hands.

  • The level of service provided by Kym, his colleagues and staff, is excellent from both a professional and personal perspective.
    I am confident that Kym and Cotter Financial Group P/L will have a very solid future.

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Cotter Financial Group Pty Ltd ABN 70 617 495 502 is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049 AFSL and Australian Credit Licence No. 236523 trading as Infocus Financial Advice.

For more information please refer to our Financial Services Guide

Financial Services Guide

We are a member of the Association of Financial Advisers (AFA).  As such, we have chosen to be bound by the AFA’s Code of Conduct

Code of Conduct