Services – Cadre Capital

Our Services

Wealth Management/
Advisory

Plan to grow financially and enjoy the lifestyle you want.

Tax Minimisation

Invest and benefit from smarter tax planning.

Self-Managed
Super Funds

Ensure you stay on top of strategies and get advice for management of your SMSF.

Personal Insurance

Protect your generational wealth and your loved ones with the right level of protection.

Estate Planning

Through planning and strategy, estate planning is a must when it comes time to pass down your generational wealth.

Asset Protection

Life doesn’t always go to plan but having strategies and protection in place ensures your assets are safe.

Retirement Planning

Leaving your retirement planning to the last minute can be detrimental to your future. Financially secure your retirement with a proper plan in place.

Lump Sum
Settlement Planning

If you have received a sudden large increase in wealth, our financial planners work together to find the best financial outcome.

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How We Help You

As “Wealth Stewards” for our clients, our team works hard through strategy and wealth advisory services to ensure we make the right decisions for you.

At Cadre Capital, we help our clients make informed financial decisions and achieve their financial goals and aspirations. We empower our clients to feel confident about their financial future, knowing they are on track to achieving their financial goals thanks to the solutions, guidance and advice provided by Cadre Capital Partners.

Balwyn Office

Location:

Level 1, Suite 4, 333 Whitehorse Road, Balwyn, Victoria, 3103

Postal Address:

PO Box 88, Balwyn, Victoria, 3103

Phone:

03 9034 5071

Hours:

Monday – Friday: 9am – 5pm Saturday – Sunday: By appointment

Cadre Capital Partners Pty Ltd (ABN 13 628 146 314) is a Corporate Authorised Representative No. 1272435 of Interprac Financial Planning Pty Ltd (AFSL 246638). Interprac Financial Planning Privacy Policy.

General Advice Warning

The information on this website is general information only and is not intended to be a recommendation. We strongly recommend you seek advice from your financial adviser as to whether this information is appropriate to your needs, financial situation and investment objectives. Whilst every care has been taken in the preparation of this website, Cadre Capital Partners Pty Ltd (‘Cadre Capital Partners’), its directors, authors, consultants, editors and any persons involved in the construction of this website, expressly disclaim all and any form of liability to any person in respect of this website and any consequences arising from its use by any person in reliance upon the whole or any part of this website.

For further details including financial services we can offer you and how we are remunerated, please read:

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Copyright

The information on this site, including the site source code is the property of Cadre Capital Partners Pty Ltd and is subject to Copyright ©. Unauthorised use of the information on this website is not permitted. Copyright in the information contained in this site subsists under the Copyright Act 1968 (Cth) and, through international treaties, the laws of many other countries. It is owned by Cadre Capital Partners Pty Ltd unless otherwise stated. All rights reserved. You may download a single copy of this document and, where necessary for its use as a reference, make a single hard copy. Except as permitted under the Copyright Act 1968 (Cth) or other applicable laws, no part of this publication may be otherwise reproduced, adapted, performed in public or transmitted in any form by any process without the specific written consent of Cadre Capital Partners Pty Ltd. Copyright Cadre Capital Partners Pty Ltd 2021. All Rights Reserved.

Terms of Use

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