I was feeling stressed about understanding super and tax obligations for retirement, but Anthony and Cindell made everything clear and set my portfolio up for a smooth transition. Both he, Cindell and the entire Cape Financial Planning team have always taken the time to explain and adviser – they really know their stuff.

I met Cindell in 2015 during a very challenging time in my life. As a result of Cindell’s kind and caring professionalism, her sincere willingness to generously share her time, her considerable knowledge and expertise, and her competent, proactive and trustworthy advice, I am in a much better financial position. Above all else, Cindell truly listened, developing an excellent understanding and appreciation of my unique circumstances, my fears, my nature and my goals. She sensitively thought through my situation, for now and for the future, specifically tailoring her recommendations, taking into consideration current and anticipated issues that might affect me. Well supported by her wonderful team, Cindell consistently delivers prompt, exemplary service. I have every confidence in and deepest respect for Cindell and highly recommend her, without reservation.

We have known Cindell and been receiving financial advice from her for about 6-7 years now. Cindell has helped us enormously transition from a working life into retirement. Cindell has also helped us successfully enter the Centrelink field with timely and spot-on advice. As we approach age pension age we know we can again rely on her to navigate us through this stage in an easeful and beneficial way. Cindell has gathered a professional, well informed and friendly office team to support her, they are always welcoming and a pleasure to deal with.

Thank you for an enlightening and informative meeting. We are so grateful! You run a very genuine, well intentioned business and we found your depth of knowledge both so helpful and reassuring.
As I mentioned, expect lots of referrals – I am a sing from the hilltops kind of gal when I find a great business and Danny and I want everyone we know to benefit from having great advice to get prepared for the next phase. I know Danny walked out of the meeting with a new spring in his step and we both felt we got really sound advice and peace of mind moving forward.
Thank you again to you and your team.

My dearest Cindell, I cannot thank you and your excellent staff enough for the help I am currently receiving with my claim. You always answer the phone promptly, call back when you say you will and always go over and above to help out with all those little but time consuming problems that arise from time to time. I would recommend Cape Financial Planning Pty Ltd to anybody without hesitation.

We wanted to thank you very much for guiding us in the right direction regarding our finances.
From the first appointment with Cindell and Anthony, it has been a pleasure dealing with each one of you!
Cindell – from your direct replies (which I needed) to your “no pressure” way, thank you.
Anthony – oh my word, brilliant, someone who understands how my mind works – VISUAL. Anthony, you have such a good way of explaining things to us. Slowly, precisely, professional, patient, honest. We love dealing with you.
Linda, WOW! Your feedback has to be the best we have ever encountered! Always happy to explain and follow up with a confirmation email. Linda, your welcome as we enter is so good. It’s like a family member greeting us. PATIENT also comes to mind.
Leanne – answering the phone in such a pleasure way and also very helpful.
What more can I say – THANK YOU TO YOU ALL

I have been dealing with Cindell Baker for almost three years. She has been a valuable person when dealing with my mothers affairs. Her knowledge of how government departments work and how to circumnavigate them has been greatly appreciated and welcomed to my mother and I . She has always put my mothers best interest first and always advocated for the best outcome possible. My mother has gone thru being on benefits to having something to retire on and now on the aged pension which was made easier because of Cindell. I am very lucky to have been put in touch with Cindell and would recommend her to anyone close to retirement or for planning your future affairs.

Following the death of a much loved member of our family, Cindell and her team provided us with enormous support. They organised all of the necessary paperwork, made numerous phone calls and correspondence and provided us with contact details of other parties that needed to be contacted, (banks, life insurance, superannuation and lawyers). This was a devastating time in our lives and we found Cindell and all the staff to be warm, compassionate and sympathetic to our needs. I don’t know what we would have done without their support, knowledge and professionalism. Words alone cannot convey our gratitude.

We have greatly valued & appreciated Cindell’s advice with our investment. She did all the hard work for us!
Cindell recommended a quality portfolio with products that suited our needs & current circumstances , also giving us the flexibility to change things if we need to. The first wrap website is easily accessible & something we use regularly to keep an eye on our investment. Cindell is always contactable & she keeps us informed with regular reviews.
Her staff are very professional, helpful & client confidentiality is assured. Cindell’s service has been second to none.
We HIGHLY recommend Cindell to anyone looking for the highest quality investment service & advice .