It can be difficult to know how much to invest in your superannuation versus other asset classes as you approach retirement. We thoroughly analyse your current situation and retirement goals to ensure you take the optimal approach for you.
Do you have multiple superannuation accounts and don't know what to do with them? We can undertake the time consuming job of researching your funds to ensure you are making wise decisions.
Rolling multiple funds in to one fund can drastically reduce fees that may be eroding your balance.
Every person's situation is slightly different. When considering what is on your best interest, we take in to account you age, relationship status, current financial circumstances, your goals and aspirations. Our strategies are based on what you want to achieve and are tailored to you.
Adapt your superannuation strategy as market conditions and your personal work and lifestyle circumstances change.
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.
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.