Our Ideal Clients

Working with ideal clients leads to a better result for our clients and allows us to concentrate on areas where we are most skilled.

Our ideal clients share our values of honesty and openness. We will always tell you what you need to hear, not necessarily what you want to hear.

Our ideal clients can be any age, however older clients are likely to be mostly self-sufficient in retirement and not relying on a government pension. Younger clients will not be expecting to receive much, if any age pension due to their current income and goals.

Our ideal clients if working will typically have at least one member of a couple earning over $100,000. This enables clients to benefit from our tax planning and asset protection strategies.

Our ideal clients are looking to take our advice and build a long-term partnership.

Our ideal clients will tell their family and friends about our service.

Cullinvest Pty Ltd ACN 088 486 364
Trading as Cullen Private Wealth
Principal/Representative: Damian Cullen
Australian Financial Services Licensee
Certified Financial Planner
Financial Planning Association Member

Financial Services Guide