ABOUT US

CPB Financial Services provides financial services, advice and planning to our valued clients, both in Adelaide and around Australia.

With more than twenty years in the business of giving financial advice we can help you:

  • Increase your wealth
  • Save for retirement
  • Get the most from your investments
  • Plan a happy and financially secure retirement
  • Review your Centrelink entitlements
  • Develop tax effective strategies
  • Protect your plans and your lifestyle against illness or accident
  • as well as refer you to range of reliable professional service providers for
    • Accounting advice
    • Finance broking for home and business loans
    • Car House and contents insurance
    • Wills & Powers of Attorney

"Information alone is not knowledge, just as knowledge is not wisdom, nor wisdom good judgement. The enduring value of a financial relationship derives from a professional who possesses not only good information, but the judgement and experience to implement it wisely"

If you would like to arrange an obligation free discussion with one of our financial planners please phone us on (08) 8341 2411 and speak to Wendy or Jody... or click on the "Contact Us" link in the main menus.