Our Journey
Who we are and where have we come from
Top quality Financial Services for Corporate and Personal clients
With more than three decades of experience, we work with companies of all sizes, across all industries and with individuals from all walks of life. We are dedicated to handling all Financial Planning matters honestly and accurately, so that you can focus on what really matters to you.
Ensure you choose the best service, choose a trusted advisor and choose the dedication you deserve
Our family-run business has over 35 years of experience in financial planning. Individuals, families, and businesses come to us for professional financial planning advice for many different reasons.
The aspiration has always been to provide the highest quality and most trustworthy financial advice for every single one of our clients.
We are here to help you create a more secure financial future for yourself and your family, through our friendly and trustworthy approach. Since we are independent, we have access to the whole of the market and financial products to ensure we create the right plans to accomplish you and your families’ personal goals.
Our role is to understand your personal needs and objectives to create your personalised lifetime strategy.
The dedicated personalisation of financial life planning delivered by a team that cares
Our team of professionals have been working to provide solid solutions for your business strategy and personal planning needs for over 30 years. All of our services are tailored to meet the diverse phases of your business growth and personal lifestyles.
Honesty
Our belief is that transparency is what our clients deserve, we will deliver the truth about your financial resources
Accuracy
Dilligence has proven that our clients have faith in the results that we provide and the way they are executed
Confidentiality
Privacy is a guarantee with our dedicated team that will assure you of your anonymity and protect your data
Expertise
With over 30 years of financial planning experience, helping and guiding our clients to reach peace of mind
Trustworthy
We are here to serve rather than sell, having the skill sets developed over time that have been based on trust
Professional
We are committed to developing strong lasting relationships through commitment, communication and honesty.
CFR has been providing financial advice to my family and I for over five years. During this time, they have offered consistent and professional guidance in managing our finances, investments, and retirement planning.
S.C
MEET OUR TEAM
Our team is nationally trained, so we understand your needs and the environment in which we will be able to support you.
THOMAS (NICK) CRONIN
Managing Partner
& Independent Financial Advisor
Nick is the founder of the company
WILLIAM CRONIN
Independent Financial Advisor
William is a dedicated and reliable expert in the field.
