CBC Financial Advisers, Investment Strategies, Financial Planning, NSW, Australia

CBC Financial Advisers (CBC) has been providing quality Financial Advice since 1994. We are a member of Count Wealth Accountants (Count).
What do we do?
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.

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Build three pools of wealth^®

To enjoy financial security and the freedom to afford choices in life, you need to build yourself 3 pools of wealth^® that provide a growing income stream and therefore rise in capital value.

Peace of Mind wealth pool

This is money that is easily accessible for emergencies and planned short-term expenses. Ideally you should have around six months of your salary invested in your Peace of Mind wealth pool.

Lifestyle wealth pool

This is wealth that is invested for the medium to long-term to pay for lifestyle goals prior to retirement.

Retirement wealth pool

This is wealth to fund an enjoyable, varied and comfortable lifestyle once you leave the workforce
and retire.

By building these three pools of wealth^®, you can ensure you have sufficient savings set aside to meet your financial goals throughout your lifetime.

Copyright © Cartwright Brown and Company Financial Planning Pty Ltd Trading as Cartwright Brown and Company Financial Advisers
and as CBC Financial Advisers ABN 66 000 011 709 (Company incorporated 1921) Australia.
CBC is an Authorised Representative of Count Wealth Accountants ABN 19 001 974 625 AFSL License 227232