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Superannuation rollovers

If you have moved jobs within your working life, there is a good chance you will have a number of small active superannuation funds. This could mean that your super is being chewed away in fees without you even knowing it. We can help by providing advice around the best way to consolidate your super and start making progress towards retirement.

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Information on this site may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice we have given you, having regard to your own objectives, financial situation and needs before acting on it. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement before making any decision to purchase that financial product.

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About Us

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CBI Financial Planning was established on the Sunshine Coast in 2005 and since that time has built a reputation for quality financial advice and made a difference to ... Read more

Our Services

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At CBI Financial Planning, we are ultimately here to help you to achieve your goals. Our professional service provides tailored financial advice across the following ... Read more

Our People

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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 ... Read more

Our Location

Level 4
57 The Esplanade
Cotton Tree Qld 4558

+61 7 5479 6660admin@cbinsure.com.au

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

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