We have a proven track record of providing award-winning quality financial advice to our clients for over 25 years
Being a family-owned business consisting of 5 dedicated team members, we understand the value of close and trusted relationships
We will guide you through your financial path, breaking down the journey into simpler, manageable steps, taking out any guesswork
We are flexible with meeting times and locations, whether you prefer to visit our office, connect through Skype, have a chat over the phone or we can drop by yours
“My husband entered aged care in late 2017. Our family found the financial decisions associated with aged care overwhelming – we could not do this on our own. As a long-standing client of CBC Financial Advisers, we sought their expert advice. Their aged care specialist answered our questions, making things a lot clearer, while supporting our family along the way. We’re happy with their services and continue to find them very helpful.”
D.H., Sydney
Our client's experience of our initial meeting:
"Once again – thank you for your presentation and opening up our eyes a little bit more and confirming that we need to start taking our retiring planning seriously. Your professionalism and understanding our background confirms to us as a family that we have made the right decision to go with CBC and be guided by you and your team."
N.D., Sydney