Financial planning delivers the best results when it is seen as an ongoing process. Circumstances change over time and so should your plan. Superannuation and taxation formulas change frequently, as do investment markets. Your plan should move with the times so that ultimately, you can take advantage of and benefit from the opportunities that arise from change. Our team is experienced in all facets of financial services, ensuring we can provide advice no matter what your needs are. Our clients are usually time poor, but appreciate the value of tailored strategic advice rather than off-the-shelf solutions. We are committed to delivering all things financial to individuals, business owners and employee benefits for corporations. At CB Financial, we understand that achieving your goals requires setting realistic objectives, developing appropriate strategies to achieve them and a commitment to constant revision and improvement.
May 6, 2016 By CB Financial
Federal Government handed down its annual budget on Tuesday evening and there has already been much commentary. It contained the following key points related to your financial planning strategies: increased contribution flexibility new lifetime non-concessional contributions cap reduced concessional contributions cap change to the taxation of transition to retirement income streams $1.6 million cap on […]
December 15, 2015 By CB Financial
Investment bonds are a type of insurance policy primarily used as an investment vehicle. Available from a range of providers, investors can choose from a suite of underlying investments in much the same way as regular managed funds. Investment bonds shouldn’t be confused with interest-paying government or corporate bonds. They are a unique type of […]
December 8, 2015 By CB Financial
These days, the share market is down more than up, the Aussie dollar is too, and last quarter the economy barely grew. China is cutting back on construction, the mining boom is over, and global share markets rise one day only to plummet the next. Listen too much to mainstream media and it would be […]
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