Money Matters

“I’ve been rich, and I’ve been poor, and I can tell you that rich is better!”

Sophie Tucker (American Singer and Actress 1886-1966)


At CDG we take pride in providing a wealth of different financial services to our clients. It’s a lucky person who doesn’t have to seek money advice at some point, and we’re here to provide it when you need it.


CDG’s services break down into 5 categories:


Wealth Management

Your investments, and keeping them secure and strategic.

Wealth Preservation

Protect your wealth and minimise your tax liability.

Retirement Planning

Prepare for your retirement with a structured plan.

Mid Life Planning

Financial planning and security for your future.

Mortgage Advice

The complicated world of mortgages, simplified.