Financial planning is a life-long journey and we are with you every step of the way. CBC Financial Advisers can help you get a clear understanding of your finances and goals to work out how much you need, understand the choices available to you, set up appropriate strategies to suit your individual circumstances, and create a personalised plan to help you achieve your goals.
When you meet with us, we'll discuss your objectives, your current situation and answer all of your questions. The financial advice process is all about helping you achieve your goals and feeling comfortable with the strategy and execution, so we make sure the advice we provide is always in your best interests.
We can guide you through the process each step of the way.
We, as Count Financial advisers, will spend time with you to review your current situation, understand your goals and attitudes to investing, and outline how you can make the most of your financial future. You can then decide if you want to proceed with more help.
We'll research your options and prepare a personal financial plan tailored to your specific needs, outlining clear strategies that aim to help you reach your goals. We'll answer any questions you have and explain the plan in detail.
Once you are completely comfortable and if you agree, we'll implement the best options on your behalf so you can be on the right track to financial security with peace of mind. It's that straight forward.
We'll keep in touch with you and arrange an annual catch up, so we can review your plan and make any adjustments to help keep you on the best path to achieving your goals.
For clients who require a wider range of services, through our reliable service partners we can assist you with:
Reassessing your personal insurance to meet your family's changing needs is essential. To ensure your family has adequate cover, the questions you may wish to consider include:
An affordable, yet well-constructed personal insurance plan can help ensure that you and your family are financially prepared for the unexpected.
Everyone hopes for a comfortable retirement, but this can mean many things to many people: overseas travel, adding to a property portfolio, ensuring that loved ones are looked after... the possibilities are endless, and one of the key steps to bringing these goals to life is building a tailored financial plan. Another key area to focus on is your superannuation strategy.
One of the most effective ways to provide some or all of your required level of income in retirement may be via a regular retirement income stream such as an account-based pension or an annuity. Some retirees may also be eligible for an Age Pension or other benefits from the Australian Government. It's important to understand how all these options work, to determine the solution that is right for you.
CBC Financial Advisers has provided financial planning services to clients across Sydney, and Australia, since 1994.
We're committed to giving our clients quality financial advice that is tailored to their individual needs and circumstances. From superannuation to retirement planning, and almost everything in between, our goal is to help our clients achieve their financial goals.
Our commitment to quality advice and service is demonstrated through our adherence to the FPA Code of Professional Practice, which fosters the highest standards of professional practice and consumer protections.
Our hard work is also recognised by our peers. In 2017, we were awarded the "Outstanding Quality Advice Award" by our licensee, Count Financial, from a peer group of over 200 Member firms.
Our financial advisers, Dimos Fessopoulos AFP® and John Mihail CFP®, have the technical expertise and real-life experience to provide advice over a wide range of areas.
With our expertise, we can help you:
Director of Financial Planning
Lending & Leasing Manager. Yolla is a Credit Representative of finconnect™ (australia) pty ltd ACL 385888
Paraplanner & Practice Manager
Client Services Coordinator & Paraplanner
The latest fall in share prices close to the 10-year anniversary of the global financial crisis (GFC) is likely to prompt more retirees and near-retirees to think about creating a volatility-and-downturn cash bucket.
Over the past decade, there has been improvement in the number of women holding superannuation accounts and the size of their superannuation balances compared with that of men, according to a research house.
It's been awhile since there's been a drop in the markets as sharp, broad and sudden as last week's.
Experts say that by “age three, your kids can grasp basic money concepts. By age seven, many of their money habits are set.
View, print or download a copy of the CBC Financial Advisers practice brochure [PDF].
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