Australian Corporate Superannuation Services
Experience
Our team of planners have been successfully providing formal financial guidance to our clients for 19 years. We are highly skilled in individual and corporate advice.
Clients
We currently service over 300 businesses, their owners and their staff.
We also advise approximately 1000 individual clients offering them a full range of financial services and advice.
Solutions
To meet your business objectives we offer a complete range of financial service solutions, installation with suppliers and monitoring of performance, markets and outcomes.
To meet your personal financial goals we offer a complete service, providing you with wide range of advice solutions, implementation and regular reviews to keep you on track to achieve your goals.
Cost
We charge a fee based on an hourly rate. We guarantee any estimate we provide to you is fixed and will not be exceeded. Where we are paid commissions from suppliers, these are declared to you and can be rebated against the annual fee or can replace the annual fee.
Knowledge
We subscribe to superior relevant publications and training. We attend workshops, seminars and consult appropriate authorities and professionals to stay abreast of and ahead of the latest financial planning strategies and relevant tax and legal implications.
Licence
Although we are licensed through AMP Financial Planning (one of the largest Licensees in Australia), our advice to you is not limited to their solutions and we are able, with their approval, to recommend solutions/products from any company that suit your specific needs.
CBD Financial Services - click here to check what makes us different from other financial planning advisors
