As your working life draws to a close, retirement can be an exciting phase but for many Australians it is also a daunting, confusing time. We create a clear roadmap for you so that you can retire with enough to live securely and not have to depend on your family members.
Maximise your superannuation, government entitlements, pension and other possible revenue streams in retirement. Ensure you take advantage of all available schemes and incentives.
Create a secure future for your loved ones by managing your estate and creating a clear plan for sharing your assets and ensuring they’re properly managed. Let your life’s work have a lasting impact.
Simplify the complex financial choices you face. Receive reassuring support and guidance as you overcome periods of market volatility. Make better decisions when challenges arise.
Our services include:
Plan 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 subsidies and benefits.
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.
You worked hard to build your business. Utilising funds correctly from a business sale is crucial to help secure your retirement.
We thoroughly analyse your current situation to ensure your superannuation funds are working hard and that your retirement plans are on track.
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.
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.
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.
Advice given by Lisa has made a huge difference to my retirement finances. CBI offer a friendly, efficient and knowledgeable service.
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.