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 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

We do not have any association with product providers.

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

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

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Tracey Homewood

Client Service Manager

tracey.homewood@cbigroup.com.au

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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.

contact us

Maroochydore office:
Level 4/ 57 The Esplanade
Cotton Tree Qld 4558

Gympie office:
10 Lawrence St
Gympie, QLD, 4570

1300 085 506
admin@cbigroup.com.au

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