What our customers 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 Wayne 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 a Income Protection Claim. Wayne was very understanding and welcoming, he is friendly but most importantly he was professional and prepared. He had all the paperwork ready to go, in order to get the whole process moving as quickly as possible. Once he had the required information from me, he took care of all the rest and dealt with the Insurance company. During this difficult time Wayne has 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 Wayne has only been a quick call or email away and once aware, he's got on to it straight away resolving any issue that has arisen. Can’t thank Wayne enough for his help but also the smooth transition from one great Advisor to another.”
Michael
“Billy Lowdell has been my husband’s financial adviser many years, and to me alone since my husband’s death, for 3 years. At all times he has been very professional and always ensured that we understood exactly what his advice and our decision entailed. He has shown special attention to make sure that I have a good grasp of my situation, now that financial decisions fall on me alone. He never rushes me into decisions and his manner is always helpful and friendly.”
Judy
“I have been dealing with Wayne on a professional and personal level as a Financial Adviser for approximately 5 years. On a personal level, Wayne helped me get all my risk insurances in place, he was always very professional and thorough in explaining the process to me as well as the importance of being adequately covered. I have always felt very safe and confident in following Wayne’s Advice. I would highly recommend him as a trusted adviser, time and time again. On a professional level I referred my clients onto Wayne for advice on their personal risk insurance matters and wealth management planning. The feedback received form clients was always outstanding and my clients were very happy dealing with Wayne. Wayne is fantastic to deal with personally and at a professional level. Thank you Wayne.”
Cath
“The specialist knowledge given by Billy Lowdell and 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
Mr Billy Lowdell has been my Financial Adviser since September 2011 looking after my superannuation and pension funds. Billy is personable, a good communicator, 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. During this time, it has been pleasing to see Billy develop his range of financial planning skills together with his financial planning qualifications. Based on my experience I have no hesitation in recommending Billy’s services as a Financial Planner.
Iqbal
“We are grateful for Wayne's advice when it came to arranging our life and income protection insurance. He 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, he 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 Wayne!”
Tegan
“The specialist knowledge given by Billy Lowdell and 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
“Billy Lowdell has been providing us with financial advice for the past few years as we transition into our retirement. He is passionate about his work and never rushes you as he explains the intricacies of the financial planning maze. He has good knowledge and if he doesn’t know is happy to research the appropriate answer. “
Maggie and Richard
“I would like to inform your company that the service & competency that we receive from Billy Lowdell is to be highly admired. He always answers our questions extremely well and keeps us informed of what is going on. He is a most pleasant person to be associated with, has a great knowledge of his job and a wonderful personality. Thank you for your ongoing support.”
Keith & Di
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