You worked hard to build up and sell your business to support your retirement. But what should you do with the proceeds of the sale? Utilising those funds correctly will help you to create a more independent and secure retirement.
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.
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.
We work with many business owners who are preparing for or entering retirement and we can help you to make the right decisions to meet your goals. We’ll help you determine the optimal amount to allocate to superannuation, cash, shares or other investment vehicles to maximise your nest egg and meet your retirement expenses.
As fellow business owners we understand the unique challenges you face. Moving from running a business to retiring involves significant financial, emotional and lifestyle changes. We will help you to successfully make the transition and enjoy a more fulfilling retirement filled with new priorities and joys.
Our services include
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.
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.