Through our knowledge and experience, we guide our clients on their journey to Financial Success to enable them to live their ideal lifestyle.

WHAT WE DO

Securing your assets 

As we live in a complicated world there are a number of factors that we need to consider in relation to securing your assets which includes investment options, ownership entities and estate planning. Failure to address these areas adequately can cause unintended personal and financial consequences for you and your family.

Building Wealth

Everybody’s ideal lifestyle will change over time and their journey to Financial Success will take many different turns along the way. Through our knowledge and expertise we help you to identify these changing needs and  provide an achievable and flexible pathway.

Covering life’s risks

It is important to plan for the unexpected and feel confident that should something happen to you or your family, you are well prepared. Covering life’s risks requires you to develop a plan to protect you, your loved ones or business partners if you encounter an event that effects your life, wealth or health. A well-designed plan will help to protect you and your family and keep you on track to live your ideal lifestyle.

Balancing Lifestyle 

While it’s important to plan for the future, this has to be balanced with enjoying and living life now. Balancing what is important today; family, friends, work, travel, socialising; to name a few are just as important as planning for your future ideal lifestyle. By working together we can help you prioritise these competing needs and ensure you can enjoy your life today, while planning for your future.

HOW WE DO IT

Helping you to live and achieve your ideal lifestyle takes ongoing focus and guidance. Your situation and definition of Financial Success will change along your journey and through our knowledge and experience we will guide you through these changes.

We’ll be there to help you through those difficult or unexpected moments in your life and ensure that you take the time to enjoy your successes.  

WHO WE ARE

Adrian Milham
Managing Director
Dean Demarco
Adviser
Wayne Von Seidel
Financial Planning Associate
Jonathan Garabos
Paraplanner
Annalise Niven
Adviser

WHAT OUR CLIENTS SAY

“For many years I have been a client of CB Financial and financially guided, mentored and advised by the team. CB Financial assisted me through moving employment, specifically the confusion out of Corporate Super, my personal insurances and removed the stress to make it as smooth as possible. Most importantly educating me in understanding Superannuation and understanding what is important to me now and in the future. I’m truly grateful for the ongoing support over the years and look forward to the future”

Marijke

 

 

 

“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

What Our Clients Say

“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

“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

Contact Us

Please dont hesitate to get in touch.

Brisbane

Level 11 / 300 Ann St
Brisbane, 4001

Postal: GPO Box 3223 Brisbane Q 4001

Ph: (07) 3223 6000

info@cbfinancial.com.au

Fax: (07) 3012 8399

    CB Financial Pty Ltd ABN 84 120 482 313

    Corporate Authorised Rep No. 303961 Alliance Wealth Pty Ltd

    ABN 93 161 647 007 AFSL No. 449221

    E: aw@cpal.com.au T: 1300 557 598

    www.centrepointalliance.com.au