Financial planning ensures your financial goals can be met through the development of comprehensive and effective strategies that will strengthen your financial security. These strategies provide a source of income other than your business or employment income.
We have established a financial planning service within the practice known as CBC Financial Services Pty Ltd.This is a joint venture between CBC Partners Pty Ltd and Lakeside Financial Planners Pty Ltd,a member firm of Matrix Planning Solutions.
Our qualified and experienced team are able to discuss with you your financial options, providing a three stage service in financial planning:
- Initial financial advice
- Implementation of financial plan
- Ongoing investment portfolio management
A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australia and overseas shares, and managed investment funds to name a few.
Allow the professional team at CBC Financial Services to guide you towards achieving your financial goals.
