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.
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.
Getting Started
Now that you have familiarised yourself with financial planning, investments principles and the various investments options that are available you are ready to get started.
| 1. | Download Count’s budget planner and determine what your current income position. |
| 2. | Download Count’s Goal Planner and determine your short term, medium term and long term goals. |
| 3. | Contact your superannuation provider and request a current superannuation statement. |
| 4. | If you have any other existing investments, obtain a current statement from the product provider. |
| 5. | Sign up for our investment eNewsletters and commence your ongoing financial education. |
| 6. | If you have any special requirements or would like any additional information, please contact us. |
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
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