Your Ideal Retirement

Your Ideal Retirement

Financial advice for the stress free retirement you’ve always wanted.

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Retirement Planning

How much is not planning for your retirement costing you?

Are you paying more tax than you need to now, meaning less money when you retire? How can you be sure of making the most of what you have?

How do you know when you are ready to retire? Do you have a plan to make sure your money lasts? Are there things you want to do, but are unsure whether you can afford to do them?

Our clients no longer struggle with uncertainty in retirement.

Relax, Explore Australia… or The World

Over the last 30 years CPB has helped 100’s of clients replace their ’employment’ income with a ‘retirement’ income stream; An income stream to last their lifetime. Money for living, money for travelling, family weddings, renovations, and other major events.

Dedicated staff dealing exclusively with Centrelink on their behalf, ensuring they receive their proper entitlements and managing the day to day Centrelink reporting for them.

We take the hassle out of investing and we partner with our clients each step of the way, so they can relax and enjoy the journey.

What our clients say

  • “CPB has given us great advice on our retirement savings, with a clear plan to ensure our funds last our life time and we receive all our eligible Centrelink entitlements.”

    Alan & Lin, Paralowie

  • “Planning for your future requires more than just an understanding of the various aspects of future income, expenses and budgets. A relationship needs to be developed between adviser and client - a recognition of how people would like to live as they move forward. We have always found CPB to be a friendly, supportive and considerate companion as we continue our journey through retirement…”

    - Lee & Terry, Moonta Bay

  • “Peace of mind has been knowing that I have good people ready to help me with any challenge that comes my way”.

    - Rosemarie, West Lakes

  • “CPB clearly regards a knowledge of client needs and dispositions to be a fundamental requirement on which planning and investment is based. This has resulted in less stress and a better outlook for our family…”

    - Tim & Jane, Marino

  • “CPB are friendly and professional advisers and made the whole process of reaching retirement easy and simple to understand. They tailored a plan specifically for our situation which has allowed us both to retire and live comfortably. We are extremely happy…”

    - Neil & Karen, Redwood Park

  • “I have been retired for 24 years now and have been a client of CPB Financial Services over that time. When you need financial services, you look for trust, reliability and someone to get you through the worries that do come with the change of life. CPB has been able to given me that peace of mind and a smooth and caring service in all areas”.

    - Trevor & Ann, Fulham Gardens

Enjoy the stress free retirement you’ve always wanted.