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FRESH SOLUTIONS. NOT PROBLEMS.

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FRESH SOLUTIONS. NOT PROBLEMS.

Our Approach

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FRESH SOLUTIONS. NOT PROBLEMS.

Our Approach

Welcome

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.

Take a look at our SELF® process. It provides a structured approach to planning, tracking, modifying and directing your path to achieving financial soundness.

Like every journey, your path to financial soundness requires you to make a start.

Your journey starts with an obligation free SELF® Assessment.

Start Here

Latest News

FEDERAL BUDGET AND FINANCIAL STRATEGIES

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 […]

WHAT ARE INVESTMENT BONDS?

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 […]

CLOUDS AND SILVER LININGS

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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Brisbane Office

Level 11 / 300 Ann St
Brisbane, 4001
Ph: (07) 3223 6000
Fax: (07) 3012 8399

Strathpine Office

Unit 3, 27 South Pine Rd
Brendale, 4500
Ph: (07) 3490 9988
Fax: (07) 3490 9984

Caboolture Office

Level 1, 11-13 Bertha St
Caboolture, 4510
Ph: (07) 5428 9555
Fax: (07) 5498 9320