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Services

Services

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.

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Small Business Advice

You worked hard to build your business.  Utilising funds correctly from a business sale is crucial to help secure your retirement.

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Aged Care

Helping a family member move from independent living to an Aged Care facility is never easy. We can help you plan for these costs and create a strategy that is right for you.

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Superannuation Consolidation

We thoroughly analyse your current situation to ensure your superannuation funds are working hard and that your retirement plans are on track.

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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

Our six-step process

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Understand your current financial situation

Getting to know everything there is to know about you is essential to providing you with the best possible financial advice.

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Identify your goals

We will discuss what your financial goals are. Up to this point is always free of charge.

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Identify gaps and opportunities

This is our research phase. We’ll take all the information we have, and identify gaps and opportunities to get you closer to your goals.

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Provide a tailored recommendation

We will prepare a written Statement of Advice that will cover a review of your existing situation, our proposed recommendations and where applicable, projections of your future situation.

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Implement recommendations

We don’t just point you in the right direction, we partner with you the whole way through. We will assist with the paperwork, lodge forms and respond to queries on your behalf.

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Review and revise to keep you on track

When things change, our ongoing service will help you to adjust your plan where required and adapt to make the most of the changes.

Suncorp
IOOF
Colonial
Asteron
AIA

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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  • Important information

Coastal Business Insurance Group Pty Ltd, trading as CBI Financial Planning
ABN 61 881 141 578
Authorised Representative No. 454239
Maroochydore office:
Level 4 / 57 The Esplanade
Cotton Tree, QLD, 4558

Gympie office:
10 Lawrence St
Gympie, QLD, 4570

Insight Investment Services Pty Ltd
ABN 22 122 230 835
AFSL 309 996
L6, 200 Creek Street
Brisbane, QLD, 4000