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.

WHAT OUR CLIENTS SAY
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.”
“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.”
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