Looking at your big picture...

 

Our unequivocal commitment is to help you achieve what matters to you!
Over the last 25 years we have worked together with people across Australia to help them navigate their financial path, now and as their life changes.
No matter what your circumstances, CBC's passion is to provide you with confidence in your financial future.
So how can we help you today to create a bigger and brighter tomorrow?

It's as simple as... CBC

Financial Planning Services

 

Benefits of Financial Advice

Wealth Protection (Insurance)

Superannuation Planning

Retirement Planning

Transition to Retirement

Investments

Aged Care Help

Gearing

Centrelink Assistance

SMSF Investment Strategy

Meet the CBC Team

 

Why choose us? 

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

Complimentary 5 Minute Financial Health Check
(Self-Assessment Questionnaire)

Being award-winning Financial Planners, we can help you navigate through any areas of concern identified in your Financial Health Check. Once you have submitted your Financial Health Check Questionnaire, we will contact you for a complimentary and obligation-free discussion to see if we can help you have more confidence in your financial future.  Click "Start Now" to begin.

 Testimonials


 “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

FREECALL: 1800 622 892

© Copyright CBC Financial Advisers
Cartwright Brown and Company Financial Planning Pty Ltd Trading as CBC Financial Advisers and as Aged Care Help is an Authorised Representative of Lonsdale Financial Group Ltd ABN 76006637225 AFSL 246934
This is general advice only and does not take into account your financial circumstances, needs and objectives. Before making any decision based on this document, you should assess your own circumstances or seek advice from a financial planner and seek tax advice from a registered tax agent. Information is current at the date of issue and may change.
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