YOUR NEEDS FIRST
Our advice is based on what’s best for you, not a product seller. We advise you with the same concern and attention we would our own family.
CLEAR ADVICE
We simplify complex financial information so that you can make the right choice when it matters.
SERVICE
We go further to ensure you’re happy, well-informed and supported if the un-expected happens.
INDEPENDENT
Meet the Team
We are passionate about helping people to obtain certainty in their financial lives and achieve their goals. We provide a hassle-free service and high quality client-centred financial advice.
Lisa Holland
Senior Financial Adviser
Authorised Representative No. 293240 lisa.holland@cbigroup.com.au
Let's have a coffee & talk about your future
At CBI Financial Planning we believe in the value of advice from someone you can trust. We are more than happy to come to your home, place of work, or meet at somewhere convenient for you, to discuss your situation and how we can help you.
