CBI Financial Planning

As the end of the financial year approaches, it's time to do your end of financial year planning. Call us at 1300 085 506 or email at https://cbigroup.com.au/contact/.

Our office will be closed tomorrow, due to the public holiday for The Sunshine Coast Agricultural Show. We hope you enjoy the show which will run Friday through Sunday.

As the end of financial year approaches, it's time to do your end-of-financial-year planning. Call us on 1300 085 506 or email at https://cbigroup.com.au/contact/.

Australia Day Closure
Our office will be closed on Monday 26th January, for the Australia Day public holiday and will reopen at 8:30am on Tuesday, 27th January. Wishing everyone a safe and happy long weekend, and extra quality time spent with loved ones!

Happy Birthday Libby!

The team at CBI Financial Planning will be taking a short break over the Christmas and New Year period. Our office will be closed from Friday 19th December and will reopen on Monday 5th January 2025.

We'd like to thank you for your valued support throughout the year. We hope your festive season and New Year is filled with happiness and we look forward to working with you in 2026 and beyond.

Wishing Tracey Homewood a Happy Birthday!

Contact us today to start preparing for your retirement!
Call us on 1300 085 506 or email at https://cbigroup.com.au/contact/

Financial Missteps Can Mean Missed Opportunities

In a world of constant financial noise, from market updates and interest rate speculation to economic forecasts, it’s easy to feel overwhelmed and choose to do nothing. But inaction can be costly when it comes to building long-term wealth. Whether it’s leaving money in cash, delaying investment...

Financial missteps can mean missed opportunities In a world of constant financial noise, from market updates and interest rate speculation to... https://eread.com.au/cbigroup/189586