CPB Financial Planning Services 285 Saint Vincent Street, Port Adelaide, South Australia 5015

Welcome to CPB Financial Planning Services, located in the heart of Port Adelaide on Saint Vincent Street. We are a trusted institution that specializes in accounting, establishment, finance, insurance agency, and we are also a point of interest for those seeking expert financial guidance.

Are you concerned about paying more taxes than necessary now, which could potentially result in less money for your retirement? Are you unsure about how to make the most of your current financial situation? Do you have a plan in place to ensure that your money lasts throughout your retirement? Perhaps you have dreams and aspirations, but you're unsure if you can afford them.

At CPB, we understand these concerns and we are here to help. With over 30 years of experience, we have assisted hundreds of clients in replacing their 'employment' income with a reliable 'retirement' income stream. Our goal is to provide you with the financial security you need to enjoy your retirement to the fullest.

Our dedicated staff works exclusively with Centrelink on your behalf, ensuring that you receive all the entitlements you deserve. We take care of the day-to-day Centrelink reporting, so you can focus on enjoying your retirement without the hassle.

Investing can be overwhelming, but with CPB by your side, you can relax and enjoy the journey. We partner with our clients every step of the way, providing guidance and support. Our clients have expressed their gratitude for the peace of mind they have gained from knowing they have a team of experts ready to assist them with any financial challenges that may arise.

At CPB, we believe that planning for your future goes beyond understanding income, expenses, and budgets. It requires the development of a strong relationship between adviser and client, understanding how you envision your life as you move forward. Our clients have praised CPB for being a friendly, supportive, and considerate companion throughout their retirement journey.

When you choose CPB, you can trust that we prioritize understanding your needs and preferences as the foundation for our planning and investment strategies. This approach has resulted in less stress and a brighter outlook for our clients and their families.

Our satisfied clients have been with us for decades, appreciating the trust, reliability, and peace of mind that CPB has provided. We have successfully guided them through the transition to retirement, ensuring their funds last a lifetime and that they receive all eligible Centrelink entitlements.

We pride ourselves on being friendly and professional advisers who make the process of reaching retirement easy and understandable. We tailor a plan specifically for your unique situation, allowing you to retire comfortably and confidently. Our clients have expressed their extreme satisfaction with the outcome.

It's time to enjoy the stress-free retirement you've always dreamed of. Contact CPB Financial Planning Services today and let us help you navigate the path to financial security and peace of mind.