Our team of financial planners are in the business of giving advice aimed at meeting your needs. Meeting your needs means firstly establishing what it is that you want. To enable us to do this we ask you questions about your needs, dreams and goals, your current situation and then complete an analysis. The analysis will reveal what is important to you and enable us to make suitable recommendations
We are accredited through Finplan to give advice on:
Financial Planning for Retirement
Pre Retirement Pensions
Transition options towards Retirement
Superannuation Contributions & Lump Sum Payments
Self Managed Superannuation (SMSF)
Rollovers and Super Consolidation
Tax effective saving through Salary Sacrifice
Lump Sum Investing
Making the most of your Redundancy
Allocated Pensions and Annuities
Effective Social Security & Centrelink strategies
Savings and Regular Investing
General advice about obtaining credit
Referral to accredited lenders and credit writers
Managing Personal Risk
Director and Shareholder Protection
Centrelink Liaison Service
Overwhelmed by the Regulations, the volume of forms and information required by Centrelink? Confused about what may be available to you and the best way to maximise your entitlements?
Then we offer a unique service to you as a Client of CPB.
As your appointed nominee, we will liaise with Centrelink on your behalf. This means that we are able to handle all of your Centrelink and Department of Veterans Affairs issues for you and ensure that you receive your correct entitlements. We help you determine your investment needs and providing access to a wide range of fund managers to placing funds to your best advantage, we will ensure that you have every opportunity to get all of your entitlements.
We will provide the initial analysis of your entitlements, complete applications for benefits, attend face to face meetings at Centrelink to answer any questions they may have, deal with ongoing correspondence and liaise the regular updating of your records with the appropriate departments once you are established.
This is an ongoing service.
CPB has been providing Centrelink Liaison to its clients for the past 9 years and with over 40 years of experience through ex Centrelink staff (now working for CPB), we are good at what we do.(Naturally clients on the Centrelink Liaison Service do have a responsibility to let us know if there is a change to their circumstances that should be passed on to Centrelink - we are pretty good but it needs to be a team effort... and we can point out the sorts of things that we need to know).
Today, more than ever it is difficult to be all things to all people so when clients have needs that are outside our scope of expertise, we are happy to refer them to other professionals to ensure that their needs are catered for.
In this way we can ensure that our clients have access to quality advice in relation to;
Accounting and Taxation Advice
Finance & Leasing
Car, Home and Business Insurance
Wills and Estate Planning Advice
Authorised Representatives of Finplan Advice Pty Ltd ABN 16 630401713
Australian Financial Services Licensee 514281
285 St. Vincent St.
Port Adelaide SA 5015
Ph: (08) 8341 2411
Fax: (08) 8341 1490