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Our Services

At CBS Financial, we help our clients in many ways.  

We have outlined some of the many ways in which we help our clients every day

Centrelink &

Aged Care

  • Helping you understand your super

  • Is an SMSF right for you?

  • Should I be contributing more?

  • Finding lost super

  • How should my super be invested?

  • Creating a budget & sticking to it

  • Is my debt appropriately structured

  • How to pay off debt sooner

  • Monitoring what we spend

  • Funding education costs

  • How can we build wealth?

  • Accessing growth assets

  • Buying an investment property

  • How can I save for my dream home?

  • Protecting your family

  • What types of insurance should I have?

  • How much insurance is enough?

  • Should I hold insurance inside super?

  •  Business and key man cover

  • Helping you understand Centrelink payments

  • What payments may you be eligible to receive?

  • What concession cards are available?

  • What are my aged care options?

Investments & Savings

Personal Insurance

Cash flow & Debt Management

Superannuation

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

Countrywide Advice Pty Ltd, Countrywide Advice Pty Ltd Trading as J Fleming Financial Services, Graeme Collins Pty Ltd Trading as CBS Financial and GrowUp Financial Pty Ltd Trading as Invest Blue are Corporate Authorised Representatives of Charter Financial Planning Limited ABN 35 002 976 294 AFS Licence and Australian Credit Licence no. 234665 (“our Licensee”), as shown in our Financial Services & Credit Guide.

Principal Address: Level 11, 699 Collins Street, Docklands  VIC 3008

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

The Authorised Representative provides you with advisory services in accordance with the disclosures in the Financial Services and Credit Guide. Charter Financial Planning is responsible to you for all conduct.

 

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