CB Financial in Brisbane City | Financial planner

CB Financial

Locality: Brisbane City

Phone: +61 7 3223 6000

Address: 300 Ann Street, Level 11 4000 Brisbane City, QLD, Australia

Website: http://www.cbfinancial.com.au/

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• Investing service
• Financial planner
• Bank
• Investment bank

24.01.2022 If you would like your children or grandchildren to learn more about the concepts provided by the Financial Basics Foundation we strongly encourage you to contact your child’s secondary school or speak to a relevant teacher and give them a copy of this article.

23.01.2022 The show of love for Lance and support of those closest to him has been overwhelming. Lance would be humbled. Thank you for your kindness at this difficult time.

21.01.2022 Read about the Federal Budget and Financial Planning measures at http://cbfinancial.com.au/federal-budget-and-financial-str/

21.01.2022 We can help you use every opportunity to accumulate enough for a real retirement.

18.01.2022 WHAT ARE INVESTMENT BONDS? Investment bonds are a type of insurance policy primarily used as an investment vehicle. Available from a range of providers, investors can choose from a suite of underlying investments in much the same way as regular managed funds. Investment bonds shouldn’t be confused with interest-paying government or corporate bonds. They are a unique type of asset offering a range of advantages - http://cbfinancial.com.au/what-are-investment-bonds/

18.01.2022 LINK YOUR INSURANCE AND SAVE - Research shows that around one-fifth of Australians aged between 21 and 64 will suffer from a medical event, such as an accident, injury or terminal illness that will leave them unable to work. But 95% of Australian families have inadequate levels of personal insurance cover in place, with many relying solely on the default cover held within super to protect them - http://cbfinancial.com.au/link-your-insurance-and-save/

17.01.2022 Our office is open and we're ready to help you attain your financial goals. Take the first step and call us on 07 3223 6000.

16.01.2022 CLOUDS AND SILVER LININGS These days, the share market is down more than up, the Aussie dollar is too, and last quarter the economy barely grew. China is cutting back on construction, the mining boom is over, and global share markets rise one day only to plummet the next. Listen too much to mainstream media and it would be easy to conclude that we are going down the economic drain. And sure, there are sectors doing it tough. But the economy is a big and complex beast, so in times like these it’s important to keep all the gloomy economic news in perspective. http://cbfinancial.com.au/clouds-and-silver-linings/

16.01.2022 Gen Y's, more than any other generation, need to seek advice about securing their financial futures - Article by Cheynee Stiller http://cbfinancial.com.au/financial-planning-for-the-next-/

08.01.2022 High credit card debt is a major problem for many Australians, but there are certain actions you can take to start reducing the level of money you owe on your cards - http://cbfinancial.com.au/credit-card-reduction-tips/

08.01.2022 IMPORTANT NOTICE TO OUR CLIENTS - You may have read or heard in the media that Suncorp, the owner of our Financial Services Licensee Guardian Advice, announced yesterday it will no longer be supporting its ‘self-employed' financial adviser networks.http://cbfinancial.com.au/important-notice-for-our-clients/

07.01.2022 Celebrating Jonathan & Jimmy's Birthday........ Happy Birthday Guys!

06.01.2022 Do you have an emergency fund?

05.01.2022 As part of the strategy to stimulate the economy and boost employment levels, the government has targeted the small business sector with a package of tax incentives.

04.01.2022 Around 83% of Australians consider the cost of car insurance worth having the cover, yet only 31% of employees insure their income.

04.01.2022 FINAL BENEFIT OF SUPERANNUATION Here’s a question you might want to ask of your super fund: does it make anti-detriment payments? If not, your dependents may miss out on a boost to any future death benefit they might receive from your super -http://cbfinancial.com.au/a-final-benefit-of-superannuation/

03.01.2022 Life Protection with Covid-19

03.01.2022 Dear Colleagues and Friends, It is with great sadness that I inform you of the passing of my co-director, Lance Milham. Lance has touched many lives. Many of our friends, clients and colleagues would know that Lance had battled illness on and off over the last few years. Despite recent health complications, we did not expect to lose Lance so suddenly last Thursday evening. The team at CB Financial is still coming to terms with the news as I suspect all of those who knew La...nce are. CB Financial was created in 2004 when David Gunthorpe brought team and clients from long standing business Corporate Benefits and joined forces in a service focussed financial advisory business with accountants Skaines Reeves & Jones. It is at that time that I had the privilege of meeting Lance for the first time. Lance was pivotal in mediating and assisting the transition and planning of the new venture. It was plain to see at that early stage that he was the logical choice to lead, inspire and drive the venture forward. Lance and I have worked together as co-directors since the company’s formation during which time I came to regard him as a good friend, trusted colleague and mentor. Lance ran the business as though it were family and he was very proud that his children were key members of his team. He was also a strong proponent of the writings of Jim Collins with meetings regularly comprising discussions about going from Good to Great and ensuring the business was Built to Last. As Managing Director of CB Financial, Lance has guided the team to create the foundation of a business built to last and well on the way from good to great. He would be very satisfied to know that he has left the business in good hands: the hands of those he has personally guided and grown. Many of you have made contact with the team over the last few days and have asked to have thoughts, condolences and prayers passed on to Lance’s family. Thank you. Adrian tells me that the family have been overwhelmed by the number of people reaching out to them and take comfort from the messages they are receiving. Lance’s funeral service and celebration of life will be held at 2pm Friday July 28 at the Lakeview Chapel, Albany Creek Memorial Park, 400 Albany Creek Road followed by drinks and memories shared at the Eatons Hill Tavern. We encourage anyone who can come along and pay their respects to join us. In the meantime we have the opportunity to reflect on Lance the colleague and friend. Rest in Peace. Shaun Reeves

02.01.2022 FINANCIAL PLANNING FOR GEN Y - Research tells us that, for the most part, Gen Y has high debt levels very early on, that long-term assets accumulation begins later than previous generations and that protection against unexpected events is insufficient - http://cbfinancial.com.au/financial-planning-for-the-next-/

01.01.2022 WHEN LOVE BLOSSOMS LATE IN LIFE - Whilst every situation will be different, here are some guidelines for addressing the unique features of financial planning in later life. http://cbfinancial.com.au/when-love-blooms-late-in-life/