NOW WITH AN OFFICE IN GYMPIE

Celebrating 20 Years

We simplify your choices and guide you

We blend warm, traditional service with modern practices

We specialise in serving regional and rural clients

What our clients say about us

Lisa and the team at CBI provide a professional service with a very personal touch. It is so reassuring to be able to rely on their extensive knowledge and benefit from a solution tailored specifically to our requirements. We as clients know that Lisa has our best interests at the centre of all she does.

Ian & Karen

Being in our 60’s it’s been very helpful to have assistance and advice filling out forms for pensions etc. Lisa always explains things in a way that is easy to understand. Lisa – your advice to both of us has been invaluable, thank you.

Ed & Kathy

We are fully confident with Lisa and the CBI staff, particularly during the recent challenging times. Their advice has always proved sound, and they are very friendly.

Lyn & Ed

We have always been impressed with the efficient & friendly way that Lisa & staff look after us. Nothing is too much trouble.

Robert

Our experience dealing with CBI has always been pleasant and positive. We are assured of positive advice and direction from Lisa & Tracey. We feel safe knowing that CBI is managing our finances with integrity and trust.

Mary

The communication is very good between Lisa and myself (like friends). CBI offer good, clear advice and answered any questions I had quickly and efficiently. They are easy to talk to and communicate in a language I understand.

Averil

Advice given by Lisa has made a huge difference to my retirement finances. CBI offer a friendly, efficient and knowledgeable service.

Anne

We have always found CBI, Lisa and Tracey to be very friendly and professional with their assistance in all aspects of our affairs. All matters are attended to promptly.

Robert & Pamela

We have been a long term client of Lisa. She goes above and beyond to help. We have a great respect for Lisa and her service.

Mark & Tabatha

We have been CBI clients for a very long period. We are very happy with their service.

Mary & Gordon

I like the fact that my financial planner explains where I’m at and what we can do to improve things, then she leaves it up to me to decide if I want to go ahead or not.

Connie

View our real life case studies

View Case Studies

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.

Your Needs First

From ensuring you retire well, to deciding on aged care for your parents, we put your needs first on every decision. Our personalised approach to financial planning will ensure you get the outcomes YOU want for you and your family.

Our approach

Who We Service:

Aged 60+

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.

Aged 50+

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?

Business Sellers

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.

Former Corporate Clients

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.