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.
Financial Advisers

Personal Services

We can help you minimise your tax!

We work closely with Cartwright Brown & Company Chartered Accountants (www.cbandco.com.au). Their tax services include:  Legal tax minimisation planning 

  • Preparation of taxation returns for individuals 
  • Expert advice on all aspects of income tax including deductibility of expenses, capital gains issues, superannuation, DIY superannuation and fringe benefits
  • Salary Packaging

We also work with providers of estate planning services: They can help you to minimise taxation when distributing your estate 

  • Lowering tax for your dependents on death using Testamentary Trusts 
  • Review of your needs in relation to wills, enduring powers of attorney, and wealth protection
  • Review of your affairs to consider security, control, and inheritance 

We are therefore uniquely positioned to provide you with total financial care.

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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