- Shop 2 / 17-25 William Street, Earlwood NSW 2206
- fp@cbc.com.au
- 1800 622 892
Financial planning is a life-long journey and we are with you every step of the way. CBC Financial Advisers can help you get a clear understanding of your finances and goals to work out how much you need, understand the choices available to you, set up appropriate strategies to suit your individual circumstances, and create a personalised plan to help you achieve your goals.
At A Glance...
Our Services
Our services include:
- Financial planning
- Wealth creation
- Wealth protection (insurance)
- Superannuation
- Gearing
- Transition to retirement
- SMSF investment strategy
For clients who require a wider range of services, through our reliable service partners we can assist you with:
- SMSF establishment or wind-up
- SMSF maintenance
- Home and investment loans
- Business loans and asset finance
Protecting you and your family
Reassessing your personal insurance to meet your family's changing needs is essential. To ensure your family has adequate cover, the questions you may wish to consider include:
- How would your family cope financially if you experienced a temporary, or permanent and significant, illness or injury that prevented you from working?
- Is your existing insurance cover enough to meet your family's needs?
- Have you reviewed your cover to account for changes in your income and/or debt levels?
- Do your existing insurance policies have clear and unambiguous terms and conditions of when insurance benefits are payable and when they are not?
An affordable, yet well-constructed personal insurance plan can help ensure that you and your family are financially prepared for the unexpected.
Find out more in our Personal Insurance fact sheet
Smart super strategies
Everyone hopes for a comfortable retirement, but this can mean many things to many people: overseas travel, adding to a property portfolio, ensuring that loved ones are looked after... the possibilities are endless, and one of the key steps to bringing these goals to life is building a tailored financial plan. Another key area to focus on is your superannuation strategy.
Find out more in our Smart Super Strategies fact sheet
Retirement income streams
One of the most effective ways to provide some or all of your required level of income in retirement may be via a regular retirement income stream such as an account-based pension or an annuity. Some retirees may also be eligible for an Age Pension or other benefits from the Australian Government. It's important to understand how all these options work, to determine the solution that is right for you.
When you meet with us, we'll discuss your objectives, your current situation and answer all of your questions. The financial advice process is all about helping you achieve your goals and feeling comfortable with the strategy and execution, so we make sure the advice we provide is always in your best interests.
We can help you:
- get a clear understanding of your finances and goals to work out how much you need
- understand the choices available to you and set up appropriate strategies to suit your individual circumstances
- create a personalised plan to help you achieve your goals.
We can guide you through the process each step of the way.
Meet & Greet
We, as Count Financial advisers, will spend time with you to review your current situation, understand your goals and attitudes to investing, and outline how you can make the most of your financial future. You can then decide if you want to proceed with more help.
Recommendation
We'll research your options and prepare a personal financial plan tailored to your specific needs, outlining clear strategies that aim to help you reach your goals. We'll answer any questions you have and explain the plan in detail.
Implementation
Once you are completely comfortable and if you agree, we'll implement the best options on your behalf so you can be on the right track to financial security with peace of mind. It's that straight forward.
Review
We'll keep in touch with you and arrange an annual catch up, so we can review your plan and make any adjustments to help keep you on the best path to achieving your goals.
About Us
CBC Financial Advisers has provided financial planning services to clients across Sydney, and Australia, since 1994.
We're committed to giving our clients quality financial advice that is tailored to their individual needs and circumstances. From superannuation to retirement planning, and almost everything in between, our goal is to help our clients achieve their financial goals.
Our commitment to quality advice and service is demonstrated through our adherence to the FPA Code of Professional Practice, which fosters the highest standards of professional practice and consumer protections.
Our hard work is also recognised by our peers. In 2017, we were awarded the "Outstanding Quality Advice Award" by our licensee, Count Financial, from a peer group of over 200 Member firms.
Our financial advisers, Dimos Fessopoulos AFP® and John Mihail CFP®, have the technical expertise and real-life experience to provide advice over a wide range of areas.
With our expertise, we can help you:
- get on the road to becoming debt-free
- invest to give your children a brighter future
- protect what's most important to you
- achieve the level of financial security you're looking for
- reach and maintain your ideal work-life balance
- retire in comfort with peace of mind
Our Team
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Dimos Fessopoulos
Director of Financial Planning
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John Mihail
Financial Planner
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Yolla Nohra
Lending & Leasing Manager
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Winnie Su
Paraplanner & Practice Manager
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Larry Chi
Client Services Coordinator
News & Resources
Financial Planning News
ATO encourages trustees to use voluntary disclosure service
The ATO is encouraging SMSF trustees to use its voluntary disclosure service to inform it early if a contravention has occurred.
Beware of terminal illness payout time frame
If an SMSF member is diagnosed with a terminal illness, it is best not to close out the fund before the insurance has been paid, says a specialist.
Capital losses can help reduce NALI
Capital losses can be used to reduce or eliminate NALI tax exposures in relation to a tainted capital gain, says a legal expert.
Investment and economic outlook, August 2024
Region-by-region economic outlook and latest forecasts for investment returns.
What the Reserve Bank’s rates stance means for property borrowers
The funding gap between variable and fixed rate loans is continuing to widen.
Tools & Resources
Financial Tools
From drawing up a budget to consolidating your debts to seeing how your retirement funding is looking, our FREE financial tools allow you to do this and much more
Secure File Transfer
Secure File Transfer is a facility that allows the safe and secure exchange of confidential files or documents between you and us
General Calculators
Powered by ASIC's MoneySmart, these FREE calculators can help give you direction and motivate you to achieve your financial goals
Contact Us
Get in Touch
CBC Financial Advisers welcome your enquiry. To book an appointment or simply ask us a question, fill in your details and we'll be in touch soon!
Our Office
- Shop 2, 17-25 William Street, Earlwood NSW 2206
- fp@cbc.com.au
- 1800 622 892
- 1300 307 699
- 9:00AM to 5:30PM
Postal Address
- Reply Paid 135, PO Box 135, Campsie NSW 2194