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Benefits

Financial Results! Clear and Direct

  • We help you achieve your financial potential by understanding your whole financial situation, and your goals, and developing strategies to help you achieve your goals.
  • We use proven financial tools such as computer modelling.
  • We help you prioritise practical solutions to your needs and develop innovative strategies;
  • We help you think through tough decisions;
  • We encourage and help you to achieve your vision (and work with you to develop one if you haven't done this yet);
  • We have Financial Management expertise normally only available to large business.
  • We understand business – we know what works and what doesn't.
  • We specialise in business clients, rather than being a jack-of-all-trades and master of none.
  • In today's complex financial and taxation environment, we believe in educating you to help you get in control of your business and finances.
  • We translate financial jargon into concepts you can understand and use to obtain strategic direction, a financial focus, confidence your options have been examined and decisions are correct.
  • We consider the taxation consequences and help you legally minimise tax.
  • We are trustworthy, we do what we say, we are risk aware and we act in your best interests. We comply with CPA and CA ethical standards. We provide direct and honest communications and work hard to build long-term relations with clients.
  • We are reliable and focus on results.
  • We are committed to providing you with consistently high levels of quality service and individual attention – we respond promptly to clients, are easy to access and use.
  • We are committed to the continuous improvement of our services.
  • We are qualified specialists and provide totally integrated business solutions – the place for one-stop financial advice.

Because our team is degree qualified in Financial Management, Commerce, Certified Practicing Accountants, Chartered Accountants, Registered Tax Agents, Licensed Financial Planners and highly experienced, we offer totally integrated business solutions.

CBD's vision is to


 

Contact CBD Wealth Solutions

3/1 Dan Street Capalaba QLD 4157
PO Box 1202 Capalaba QLD 4157
Telephone: (07) 3390 3663
Fax: (07) 3390 3660
Redland, Brisbane
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