Thomas Cotter

My Wife and I came to CA Financial group when we were getting ready to buy our first home. We were introduced to Thomas Cotter who has been a wealth of information from day 1. My partner and I had no idea about the processes and paperwork to get a home loan and Tom and his team took the time to not only help us with the processes but explained everything to us so we had a good knowledge about what we were getting into. From then he has helped us with securing interest rate's, re-financing, super, and insurance and has always been happy to chat when we have needed financial advice. I would happily recommend CA Financial group to anyone needing financial advice.

I was introduced to Guy Cotter and the CA team in 2000 after moving back to Sydney from six years in Perth to head up a logistics company. CA was managing that company’s employee superannuation activity and hence the introduction. I was immediately impressed by Guy and his team and so, I also moved my superannuation for CA to manage. Guy assessed my situation and established a rolling five-year plan with regular revisions and adjustments. The knowledge, advice and guidance I received meant that I was able to retire a few years earlier than I had originally intended and be financially secure for the future. CA also established a complete Estate planning portfolio, covering Wills, POA and Enduring Guardianship. Since retirement, Thomas has taken over the management of our financial affairs with ongoing expert knowledge, advice, revisions and adjustments and my wife and I are always impressed by the level of service provided. Over the past 24 years we have established a strong personal relationship and level of trust with the CA team and as such have introduced friends and family to CA and have no hesitation in recommending their financial management services.

Thomas prepares well for our meetings and hence they are productive. Implementation is always planned well in advance and there is timely communication between meetings.

Great service and guidance from Tom Cotter. I have been working with Tom for many years. He has been very methodical in all areas and has guided me in achieving my financial goals each year. I highly recommend Tom and the team at CA if you are looking for financial guidance.