CBI Financial Planning in Maroochydore, Queensland | Financial planner

CBI Financial Planning

Locality: Maroochydore, Queensland

Phone: +61 7 5479 6660

Address: Level 4, 57 The Esplanade 4558 Maroochydore, QLD, Australia

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

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• Financial planner

24.01.2022 And just like that another busy week has come and gone.

24.01.2022 A beautiful winters day on the Sunshine Coast today. And what a view from the office.

24.01.2022 I think Walt Disney was onto something. Hope you were all out and about enjoying your weekend to the fullest.

22.01.2022 When was the last time you checked on your Budget? Are small, unnecessary expenses creeping in?

21.01.2022 Enjoy your weekend!

21.01.2022 Interesting article on The Project tonight about ethical investing, however the issue is far more complex than portrayed in the news article. Are you interested in where your super fund is investing your money? Give us a call to talk about it. https://10daily.com.au//what-is-your-super-supporting-2019

20.01.2022 Happy April Fools Day!

20.01.2022 Last chance to enter our Easter Giveaway. See our original post to guess the number of eggs in the jar to win a $50 Coles Myer Gift Card. The winner will be announced at 3pm tomorrow.

19.01.2022 The office will be closed today from 3.30pm due to staff training. We will reopen on Friday 22nd November at 8.30am. Apologies for any inconvenience.

19.01.2022 Please be advised that our office is getting an exciting new computer system upgrade and to allow this transition to take place we will be closed from 5pm Thursday 23rd January and will reopen after the Australia Day Public Holiday on Tuesday 28th January. We are sorry for the inconvenience and hope you enjoy your long weekend.

18.01.2022 Have you entered our Easter Egg Competition yet? Hop over to the original post, hit up the entry criteria and youll go into the running receive a $50 Coles Myer Voucher. There are some guesses that are mighty close to the right one, but nobody has guessed exactly yet! Hop into it for your chance to win

18.01.2022 Just a reminder that our office will be closed for Easter from 5pm today and will reopen on Tuesday 23rd April at 8.30am. From all the team at CBI Financial Planning, we hope you have a wonderful break with family and friends.

17.01.2022 This was shared by Womens Weekly and is quite a good read for anyone going through a separation

17.01.2022 Another gorgeous day on the Sunshine Coast. If your visiting, please pop in and say hi at our Cotton Tree office. The kettle is always on.

16.01.2022 Please remember that our office will be closed Monday 6th May due to the Public Holiday. Enjoy your Long Weekend.

15.01.2022 A huge Happy Birthday to one of our valuable staff, our Broker Assistant, Lisa Grant. Enjoy your special day

15.01.2022 How is your retirement planning? Why not come in for an appointment to discuss what options may be available to you.

15.01.2022 Due to staff training we will be closing the office at 4pm today. We apologise for any inconvenience.

12.01.2022 The office is open after a fantastic little break for Easter. Who else overindulged on the chocolate?

11.01.2022 How is your retirement planning going? Call the office for an appointment so we can help you with your planning.

11.01.2022 Thanks to the Sunshine Coast Business Womens network for bringing the incredible Rebecca Gibney to the coast. A great morning spent listening to some amazing business leaders

11.01.2022 Did you know that if you hold your life insurance within your super fund, there is a major change coming from 1st July this year? The legislation is called "Protect your Super and it was developed to stop super funds being eroded by insurance you dont need or want. That all sounds good BUT the downside is that thousands of Australians are about to lose life insurance policies which they may need and want. Attached is a news article about this change but its pretty shor...t on actual details. if you are concerned, contact your super fund NOW as its easy to keep the insurance but this must be done by 30th June. If you need help, give us a call. https://www.news.com.au///e6ee522e7474acb6a7858b18c197c9c9

10.01.2022 Time is such an important factor when investing - the longer the time horizon, the greater the chance your investments will meet their goals. The crazy blue line is the last twelve months and the green line is the last twenty years. Time smooths out all the wrinkles.

09.01.2022 Just a reminder that our office will be closed tomorrow, Friday 14th June due to the public holiday for the Sunshine Coast Agricultural Show/Nambour Show. If your around town on the weekend, why not drop in and check it out.

08.01.2022 Happy Australia Day! We hope you are all enjoying the long weekend. Just a reminder that the office will be closed for the Public Holiday on Monday 27th January.

07.01.2022 EASTER GIVEAWAY - Can you guess the number of Easter Eggs in the jar? For your chance to win a $50 Coles Myer Gift Card, simply: 1. Like our Page & this Post... 2. Comment and guess on the number of eggs (Make sure you are doing your guess on our original post on our business page) 3. Share this Post. One guess per person. The winner will be announced on Thursday 18th April at 3pm and notified on Facebook. T&Cs: This competition is in no way affiliated with Facebook. There will only be one winner. If more than one correct guess, the first person to guess correctly is the winner.

06.01.2022 And the winner of our Easter Egg competition is.... Tracey Homewood!! Congratulations Tracey, you win a $50 Coles Myer gift voucher. Thanks to all who entered!

05.01.2022 We hope you all enjoyed your Long Weekend. The office will reopen tomorrow at 8.30am.

04.01.2022 Great news for anyone holding Australian Shares. You may not hold a parcel of direct shares however if you have superannuation, its likely that your portfolio includes some aussie shares. If you would like to review your current investment strategy, give us a call.

04.01.2022 The Roller Coaster of Investor Emotion: Investor emotion plays a huge role in exaggerating the investment cycle. The key for investors is not to get sucked into this emotional roller coaster. Avoid assets where the crowd is euphoric and convinced its a sure thing and favour assets where the crowd is depressed and the asset is under loved. Of course, doing this is easier said than done which is why many, if not most, investors end up getting wrong footed by the investment cycle. Getting sucked in during the good times only to panic out during the bad times.

03.01.2022 We are currently spending some time on the darling downs visiting clients in Dalby, Toowoomba and Goondiwindi. These regional towns have been hit hard by the drought and its easy to forget how dry it is out here until you see it first hand. If youre free this weekend, why not take a drive west to support these towns as they really need it.

02.01.2022 The Investment Cycle: Economic cycles are a fact of life and its usually the case that the share market leads the cycle (bottoming before economic recovery is clear and topping before economic downturn hits) and that different assets do best at different phases in the cycle. Of course, each cycle is a bit different.

02.01.2022 Dont forget to get your entry in to win a $50 Coles Myer Gift Card. See our original post for details.

02.01.2022 This is an excellent article which every person with funds invested in an industry super fund needs to read! If this prompts any questions, give me a call.

01.01.2022 They shall grow not old, as we that are left grow old: Age shall not weary them, nor the years condemn. At the going down of the sun and in the morning, we will remember them.... Our office will be closed today for Anzac Day and will reopen again at 8.30am on Friday.

01.01.2022 The Wall of Worry .... When it comes to investing, worries are normal but most of them are just noise. It all seems louder and more worrying now because its getting magnified by social media screaming for attention. Try to turn it down as the long term trend is always up.