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Reasons to be a Client

[ 13 Jan 2004 ]

Talk to Cochrane Shaw

Established since 1991, we are independently owned and not aligned with any bank, company or other institution.

We have a full, unrestricted Australian Financial Services Licence - number 224407.

We do not recommend every client into the same investments.

We are conveniently located in the eastern suburbs at Blackburn, right near the railway station, with easy street parking surrounding our office.

We have a very friendly, professional approach to our work which you will see and experience when you visit our office.

We are fully qualified to handle your financial advice requirements, both during your working life and when you are retired, including:

  • All your superannuation needs whether an employee or self-employed;
  • Personal investment strategies which include specialist managed funds and shares, commercial and residential property, agricultural investments with tax concessions as well as wealth creation projects that make use of special financial arrangements;
  • Personal and business (buy/sell and keyman) life and disability insurance;
  • Reporting requirements to Centrelink and Department of Veterans' Affairs and;
  • Housing, investment and commercial finance.

Our staff are multi-skilled and long-serving. We have very little staff turnover so that you can be assured of continuity in your dealings with our office.

98% of Cochrane Shaw's new investment enquiries are referred to us by our existing customers and their families and also a small number of accounting and legal firms that are happy to use our professional services.

We have clients located Australia-wide and (Australian ex-pats) around the world - serviced through our Blackburn head office and our office in New South Wales.

We deal regularly with an independent network of like-minded accountants, finance brokers and legal professionals so that if you need particular advice in these areas, we can refer you on.

We will occasionally arrange information meetings, specifically relevant to certain groups of our clientele - such as significant superannuation or other investment legislative changes or new investment ideas that should be considered.

 

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Cochrane Shaw Capital Management Pty Ltd
Australian Financial Services Licence
No. 224407

Suite 2, 41 Railway Road
BLACKBURN VIC 3130
Ph: (03) 9894-3788
Fax: (03) 9894-1015

Copyright Cochrane Shaw 2004 | ACN 004 766 492