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CB Financial Pty Ltd

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CB Financial Pty Ltd

Overview:

At CB Financial, we are committed to helping individuals, business owners and corporations (as an employee benefit for their employees), achieve sound financial futures. Our approach is holistic and aims to maximise and protect clients’ wealth. Accordingly, we will ask the hard questions, confront complex issues and offer solutions that are not simply off-the-shelf. We appreciate that most clients are time poor and are in need of someone to take the lead.We work as a team with a range of skills and experience to help clients develop and implement personalised financial strategies that ensure their goals and objectives are met – whether they be in the accumulation, pre-retiree or retirement phase of life. We will continue to be a multi-generational business only if we maintain our relevance to our clients and their successors.

History:

CB Financial, formerly known as Corporate Benefits, has a heritage of providing financial services that dates back to the 1960’s. During the 80’s and 90’s, the firm predominantly serviced clients who required solid advice relating to Insurance and Superannuation (self-managed, personal and corporate superannuation).

The 2000’s saw the start of an era of transformation with the emergence of advice oriented around wealth creation. CB Financial as we now know it really took shape in 2004 through the buy-out of Asteron Life and another Corporate Benefits’ shareholder and the merger with the financial planning services of an accounting and business advisory practice. We identified that both businesses were great at providing traditional solutions, but clients were lacking a structured approach that helps them set realistic objectives for what they want out of their personal and business lives and then being helped to achieve them.

Today, operating from offices located in Brisbane, Strathpine and Caboolture, we provide services to both corporate and personal clients throughout Queensland and interstate.

Following a process we call SELF® (strategy, education, life balance and financial soundness), we help clients clarify their business and personal goals; then make strategic and informed decisions about asset security, plan for life’s unexpected risks and manage their wealth to achieve a balanced lifestyle. This process demands that we continuously reassess and modify of our traditional financial planning products and services, and that we identify new opportunities and solutions to ensure we help our clients achieve their goals.

What does tomorrow hold for us? A commitment to expand our team’s competencies, our range of services and strategic alliances, so that we remain in touch and continue to meet the evolving needs of our clients.

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