Welcome to CBC Financial Advisers
Current clients will also know us as 'Cartwright Brown & Company Financial Advisers'.
CBC offers a professional Financial Advisory Service, a team focused on helping you achieve your financial goals and objectives.
Essentially we do three things. We help you plan. We help you implement the financial part of your plan. Then through an ongoing relationship we help you stay on track to help you acheive your plan, and make adjustments where necessary.
For example, we will help you plan for your retirement (if that's your goal) by forecasting exactly how much you will need to achieve a comfortable lifestyle in retirement. We will then help you meet that objective.
So if you have any short, medium or long term goals (or if you are simply looking for advice in one area only), we would be happy to assist you in achieving your goals. Please download our 'Introduction to our Services' and 'Value Proposition' which is available on our Forms page, or contact us to request a copy of our Kit.
CBC wants you to understand that a financial planner is really a life coach and just like any other coach our role is to change habits and get better outcomes for the person or people we are coaching.
CBC has introduced a 'Fee for Service' pricing structure (from January 2010). For more information refer to the 'Forms' section of the site
If you want to know more our website provides investors with a wealth of information so you'll want to keep coming back to visit our wealth advice centre to:
- View your consolidated investment portfolio online 24 hours a day, 7 days a week! To Register for Client Online Access please click here.
- Use our interactive tools
- Read our special reports for savvy investors
- Read our latest Count Report plus more!
We invite you to explore our site and come back whenever you like - discover what's new or save time by staying on track with your investments!
