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 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 review your plan, making any adjustments when necessary 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:
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
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While investment advice is the most valued by SMSF clients, compliance and tax are still the areas that SMSF trustees required the most assistance with, according to recent research.
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View, print or download a copy of the CBC Financial Advisers practice brochure [PDF].
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CBC Financial Advisers welcome your enquiry. To book an appointment or simply ask us a question, fill in your details and we'll be in touch soon!
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