About us Since 2005, we have helped thousands of urban, regional and rural clients to ensure they have enough to retire on - comfortably and independently. YOUR NEEDS ... Read more
We simplify your choices and guide you
We blend warm, traditional service with modern practices
We specialise in serving regional and rural clients
Our services include:
Retirement Planning
Develop a comfortable lifestyle for your retirement, create legacy for your loved ones, and develop a clear road map, with reassuring guidance and support. Maximise all available government subsidies and support.
Aged Care
Helping a family member move from independent living in to an Aged Care facility is never easy. We can help you understand and plan for these costs and create a strategy that is right for you.
Small Business Advice
You worked hard to build your business. Utilising funds correctly from a business sale is crucial to help secure your retirement.
Superannuation Consolidation
We thoroughly analyse your current situation to ensure your superannuation funds are working hard and that your retirement plans are on track.
Who We Service:
Do you want to be comfortable in retirement and not be a burden on your family. Are you worried that your money will last? Lisa and the CBI team can help you every step of the way with your retirement planning.
Are you confused about how to plan for your retirement? Would you like a Financial Planner that you can work closely with, someone who will put your needs first and tailor an approach to keep you on track to reach your retirement goals?
We have helped many Business Owners retire comfortably. If you have recently sold your business and would like to work with a trusted financial adviser to plan for your future beyond business life, the team at CBI can help.
If your Financial Advice has traditionally come from a large bank or corporate organisation with high staff turnover that lacks a personal approach, you will welcome the hands on, genuine approach at CBI.
We will come to you
Since 2005, we have helped thousands of urban, regional and rural clients to ensure they have enough to retire on – comfortably and independently.
Client Testimonials
