CPB Financial Services provides financial services, advice and planning to our valued clients, both in Adelaide and around Australia.
With more than thirty years in the business of giving financial advice we can help you:
Increase your wealth
Save for retirement
Get the most from your investments
Plan a happy and financially secure retirement
Review your Centrelink entitlements
Develop tax effective strategies
Protect your plans and your lifestyle against illness or accident
as well as refer you to range of reliable professional service providers for
Finance broking for home and business loans
Car House and contents insurance
Wills & Powers of Attorney
"Information alone is not knowledge, just as knowledge is not wisdom, nor wisdom good judgement. The enduring value of a financial relationship derives from a professional who possesses not only good information, but the judgement and experience to implement it wisely"
If you would like to arrange an obligation free discussion with one of our financial planners please phone us on (08) 8341 2411 and speak to Wendy or Jody... or click on the "Contact Us" link in the main menus.
Authorised Representatives of Finplan Advice Pty Ltd ABN 16 630401713
Australian Financial Services Licensee 514281
285 St. Vincent St.
Port Adelaide SA 5015
Ph: (08) 8341 2411
Fax: (08) 8341 1490