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INTRODUCING CALX FINANCIAL

WHAT do we stand for?

Calx is Latin for Goals. A great Financial Planning Business will help you set and guide you toward your Financial Goals. We aim to be a great Financial Planning Business. Our creed is straightforward. Build a plan and respect it. Be involved in your own financial life. Don’t invest in over-priced assets. Don’t pay too much to fund managers. Truly understand your risk tolerance. Truly understand your risk capacity. Seek as much support as you need. Protect your assets and your family. Make your wishes and expectations clear to those who follow after you.

HOW can we help you?

We will listen to you. We will mentor you. We will help you to determine what you want from your financial life. We will help you to establish a blueprint to get there. We will teach you about the risks and rewards of investing. We will use 30 years of experience and a wide array of contacts, resources and tools to help you along the path.

WHO is behind the name?

Lindsay Broadway CPA, is a Representative and Director of Bright Ridge Pty Ltd Trading as CALX Financial, an Australian Financial Services Licensee (AFSL 427945). The AFSL provides the customer protection and continuing legal framework under which we operate. Lindsay and the team are waiting to help you.

WHERE can you find us?

Offices at Level 1, Unit 9, 3 Wellington Street, (PO Box 762) KEW VIC 3101 & 3 Brown Street, (PO Box 216) PORTARLINGTON VIC 3223.
On the web at www.calxfinancial.com.au
On Facebook, click here.

WHEN should you take control of your financial well-being?

NOW of course! We know we can help.

Contact us at info@calxfinancial.com.au, call us at KEW on (03) 9853 0133 or at PORTARLINGTON on the Bellarine Peninsula on (03) 5259 1998.