Welcome to Cursio Financial Services 

We pride ourselves on the passion and professionalism with which we have continued to serve our loyal clientele over the past 25 years.
 
Ask about our uniquely diverse range of services
Cursio Financial Services provides a complete range of professional advisory services covering property investing, financial planning, business planning, insurance and finance consulting to both personal and business clients Australia wide.
 
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Click here to sign up to our quarterly e-newsletter mailing list and request a no obligation call back from a qualified professional.
 
 
Here are some things we can help you with:
 
 
PROPERTY INVESTMENT SERVICES
  • Advice on choosing the correct entity to own your property
  • A property investment strategy and cash flow projection
  • Analysis of Section 32 Statement for an upcoming auction or sale
  • Save time by dealing with one office for all finance and conveyencing needs
  • Alternative deposit payment options
  • Obtain a pre approval and be ready to buy a property

 
CHILD BIRTH AND FAMILY PLANNING
  • Preparing for child birth using a financial plan
  • Structuring your investments and financial affairs to support your family's common goals and financial objectives
  • Ensuring you have adequate protection to continue to support your family in the event of an accident or illness
  • Saving for your children's education fund


 
A DIVERSIFIED INVESTMENT PORTFOLIO
  • Setting clear investment objectives and a suitable investment time frame
  • Choosing assets that suit your investment risk profile
  • Constructing and managing a diversified portfolio of assets 
  • Selecting managed funds and unitised investments
  • Alternative, agricultural, tax effective and overseas investments 
  • Gearing strategies/borrowing to invest

 
PROTECTING YOUR ASSETS AND BUSINESS
  • Receiving professional insurance advice to ascertain the cover you need
  • Gaining access to the wider business and domestic insurance market by dealing with one reliable office
  • Allowing an experienced professional to handle your claims on your behalf
  • Reviewing all of your insurances annually
  • Choosing premium payment options
 
 
Please note the information in this website is of a general nature and should not be considered as personal advice. Before acting on this information we encourage you to contact our office on 03 9481 2222 and discuss your situation with one of our advisers to obtain professional advice tailored to suit your circumstances.