Our Services

It’s all about tailored advice…

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

Retirement Planning

Retirement planning is all about giving substance and form to your goals and dreams for a happy life after work.  It’s about helping you make the most of what you have today, ensuring a solid foundation on which to build and grow your wealth.

It’s about being intentional about health and fitness, it’s about being realistic, about being grounded, and above all it’s about having a plan and a professional who will guide you each step of the way.

Aged Care Advice

For all of us, there’ll come a time when Aged Care is going to be needed. It can be a sensitive subject for many families, there seems to be so much information and so many rules to work through.

What is needed is guidance from a specialist who knows and understands the Aged Care sector.

Centrelink Liaison

Running as a partner service to the retirement planning and investment advice of CPB’s advisers, our Centrelink Liaison Service guides our clients through the regulations and paperwork surrounding Centrelink and Department of Veterans Affairs (DVA) pensions and benefits.

By completing all applications and collecting supporting documents on your behalf we facilitate hassle free benefit claims, ensuring that our clients are able to obtain their correct entitlements.  Once established, we assist them in dealing with any ongoing paperwork, correspondence and Centrelink reporting obligations.

Personal Insurance

Insurance is a way of providing money for yourself and your loved ones in the unfortunate event of your illness, injury or death. When you buy insurance, you enter into a contract with an insurance company who promises to provide you or your beneficiaries with money in an agreed set of circumstances.

Insurance can be an important part of a complete financial portfolio. Understanding basic insurance principles and discussing your needs with a licensed financial planner will help you make an informed decision about your need for insurance, as well as the type and amount of insurance that is appropriate to your situation.

Enjoy the stress free retirement you’ve always wanted.