Amanda Kemp
Paraplanner
Our Services
We ask what really matters most to you and we run your numbers with a personal lens to create a tailored plan for you.
Business Advisory
We understand what it’s like to be in business, and that’s why we focus on giving you certainty. By creating clarity, our strategic approach helps you protect what you’ve built, and achieve your future business vision.
Personal
Wealth
Our goal is to empower you by developing strategies to achieve your personal wealth goals. As experts in personal wealth, we know how to equip you with a personal financial strategic plan that’s right for you, showing you the way forward to build financial confidence for your future.
Strategic Accounting
When it comes to Strategic Accounting & Tax, we’re a little different. With strategy at the heart of all we do, we think long term to provide valued financial services and solutions that make your money work for you.
Why Cosca?
We’re about much more than just investment returns.
We’re here to help you succeed financially — and in life.
Direction
We’ll help you identify your needs and lifestyle goals, and then set a path to achieve them.
Support
Think of us as your coach, mentor and enabler. Helping you navigate the challenges and take advantage of the opportunities.
Trust
Amongst all the noise and misinformation, we’ll be your trusted resource providing unbiased advice specific to your goals.
Consistency
We don’t believe in set and forget. Our strategic advice is continually monitored and updated in line with your life changes.
Confidence
Our proven expertise will give you the confidence and security of knowing the strategies we recommend are right for you.
Personalisation
No matter the service, you will always feel the advice and recommendations are tailored to your specific needs and goals.
Our Process
01.
Understanding Your Needs
We start by gaining a thorough understanding of where you are financially, where you want to get to, and how you truly feel about life, money and your financial future.
02.
Identifying Your Vision
We then dig even deeper, identifying your aspirations, the vision of your ideal life and establishing meaningful business and personal goals.
03.
Developing Your Plan
Using all the insights and information we’ve gained, our Business Advisory experts develop a comprehensive report outlining our strategies and their expected outcomes.
04.
Implementing Your Goals
From this report together we will bring your plan to life so you can achieve your personal and business goals confidently. We will help guide, support and keep you accountable every step of the way.
