“After losing my Advisor to a tragic accident, I among others would have found themselves in a situation of having to find another great Advisor. Someone to continue on with my best interests at the forefront, to take care of my Personal Insurances, Future interests & ensure my family’s way of life is secured. The first day I met with the team at CB Financial was under unique circumstances, as the first meeting together wasn’t just an introduction it was also to prepare the required forms to put forward an Income Protection Claim. They were very understanding, welcoming and friendly but most importantly, professional and prepared. They had all the paperwork ready to go, in order to get the whole process moving as quickly as possible. Once they had the required information from me, they took care of all the rest and dealt with the Insurance company. During this difficult time they have been, and still is very responsive to anything I’ve required from assistance, advice or guidance. There has been a couple of hiccups with the Insurance company along the way but they have only been a quick call or email away and once aware, got on to it straight away resolving any issue that has arisen. Can’t thank them enough for their help but also the smooth transition from one great Advisor to another.”

Michael

“The team at CB Financial have been my husband’s financial adviser for many years, and to me alone since my husband’s death, for 3 years. At all times they have been very professional and always ensured that we understood exactly what advice and our decision entailed. They have shown special attention to make sure that I have a good grasp of my situation, now that financial decisions fall on me alone. They never rush me into decisions and their manner is always helpful and friendly.”

Judy

“The specialist knowledge given by CB Financial has been of considerable benefit to our retirement income package Had we ‘gone it alone’ we would have been financially disadvantaged over the long term. With a mixture of shares, cash and a part annuity, together with Government concessions (that we were previously unaware of) we are now set up for a comfortable retirement”

Francis & Jocelyn

“CB Financial have been my Financial Advisers since September 2011 looking after my superannuation and pension funds. Everybody at CB Financial are personable, good communicators, very prompt to respond to phone or email queries and during the last 9 years has given me sound advice tailored to my specific requirements.  Based on my experience I have no hesitation in recommending CB Financial.

Iqbal

“We are grateful for their advice when it came to arranging our life and income protection insurance. They provided specific advice tailored to our circumstances and made the process as smooth as possible. When we could not find a time to meet during office hours, they would meet us at our home after hours if needed and was always available via email or phone if we had any questions (and we had many!!). It was wonderful to find someone working in this industry who we felt genuinely had our best interests at heart – thanks.”

Tegan

“The specialist knowledge given by CB Financial has been of considerable benefit to our retirement income package. Had we ‘gone it alone’ we would have been financially disadvantaged over the long term. With a mixture of shares, cash and a part annuity, together with Government concessions (that we were previously unaware of) we are now set up for a comfortable retirement”

Francis and Jocelyne

“CB Financial have been providing us with financial advice for the past few years as we transition into our retirement. They are passionate and never rush you as they explain the intricacies of the financial planning maze.

Maggie and Richard

“I would like to inform your company that the service & competency that we receive from CB Financial is to be highly admired. They always answers our questions extremely well and keeps us informed of what is going on. They are most pleasant peeple to be associated with, have a great knowledge and a wonderful personality. Thank you for your ongoing support.”

Keith & Di