Our Process

We work with clients to help them to identify their current circumstances and what they would like to achieve over the next 3 to 10 years. This process typically identifies a number of goals that require tasks to complete.

We discuss the tasks with the client who then has the choice of taking personal responsibility for given tasks or assigning them to us to work through. Some tasks require the expertise of a specialist third party. We have a range of experts who can complete these tasks.

The result is that you as our client, has a clear understanding of what is being done and who is responsible for doing it.

A cornerstone of our approach is to minimise the chance of loss for clients. This area of expertise involves looking to protect clients against unintended family breakdowns and changes, tax planning, estate planning, risk targeted investing and insurance protection.

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