Melbourne-based Tax Financial Advisers, Financial Planners and Finance Brokers specialising in Lending, Wealth Creation, Retirement Planning, Estate Planning and Property Advice across Australia.
Offering individuals, families and companies undivided attention, expert advice, and financial services with their best interest at heart.
Founded and managed by Gerald Balancy, Cambridge Financial Solutions (CFS) help unlock opportunities and achieve your financial goals.
We work in an atmosphere of practicality and trust to assist you in developing a holistic approach to your unique financial circumstances.
We base our actions on the need to leave an impact on the clients we work with, protecting individuals and businesses with day-to-day to complex financial arrangements, striving to perform beyond capacity by engaging our skills and experience to manage your financial affairs.
We have confidence in the knowledge, experience, and expertise of our professionals. We are experts in what we do and have the confidence to exceed expectations.
We believe in quality and service and ensure that our clients are served with the best value in the industry.
Our personalized approach to all problems helps us develop unique financial solutions for our clients. We are experts who understand your challenges, needs, goals, and opportunities.
Years of experience
Clients serviced
To go above and beyond for our clients and be recognized as customer-centric, proactive leaders of the industry who strive for the satisfaction of their customers.
We meet our clients' expectations by providing financial expertise with a personal approach. We innovate and never imitate by using the "one-size-fits-all" strategy. We invest our time understanding your personal situation and business requirements to tailor solutions to help you reach your goals.
The information on this website contains general information only. We have not taken into consideration any of your personal objectives, financial situation or needs.
Copyright @ Cambridge Financial Services 2021