To help us provide this high level of service, we take the time to get to know our clients.
Cox Financial has been providing advice since 2011. As an established business located in Townsville, Queensland we cater for clients all over Australia. Over this time Cox Financial has built a reputation of delivering client satisfaction time and time again. We provide high quality financial advice to all our clients by taking the time to get to know them individually. Our first step is understanding your financial goals and your current situation. We take the time to explain the various steps involved in the financial planning process, we are open and up front about our fees and charges and take the time to answer any questions you have until you are satisfied. If you are seeking limited financial advice on a single issue, we will only ask as much is necessary to fulfil your objectives. However, if you want a detailed financial plan, we will conduct a more in-depth analysis of your financial goals, your attitude to risk and your current financial position – including your income, assets, investments and liabilities.
The team at Cox Financial work on your individually tailored plan, knowing that every client and their circumstances are unique. We are committed to ensuring you completely understand our recommendations and are satisfied. We take the time to set out in writing our reasons for suggesting certain products so you can ensure you are 100% happy.