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Accumulate & Protect Wealth

Building and Developing your financial future!

Do you know what your financial goals are? Are you on track to achieve them?

Do you know how to make them happen?

Are you confused by media and advertising?

A good investment for one person may not be good for you.

CBD Wealth Solutions can assist you to achieve your financial goals while minimising tax. We help you examine your options, avoid the pitfalls and recommend the best strategies for you to plan, structure, accumulate and protect your wealth now and in the future.

You obtain Peace of Mind by being guided along your financial path by our experienced and highly-qualified professionals working together. Our ongoing review process ensures you continue to stay on-track to achieve your financial goals.

You can read testimonials from existing clients showing our proven results. Here's Proof

Investing

We coach you in how to approach saving and investment:

  • Structure your investments,
  • Achieve tax efficiency,
  • Manage your cashflow,
  • Set targets and ensure plans are implemented,
  • Obtain as much financial certainty as possible, then,
  • Keep you and your asset allocation on track,
  • Remain disciplined to stop making poor decisions at the wrong time.  See attached

Because our team is degree qualified in Financial Management, Commerce, CPAs, Licensed Financial Planners, Tax Advisers and highly experienced, we offer totally integrated advice.

Whether you need help with planning for retirement or the deposit for the purchase of your home, affording kids' school fees, starting a family, funding your business, or handing on a family business, we have the expertise to help you work through the financial decision-making required and to stay on track.

Count Financial is Australia's largest network of professional accountant-based advisers.

How we do that:

Initial Advice - we help you work through the financial decision-making required;

Ongoing Advice - our Initial Advice is not a "Set and Forget" service; we help you stay on track.


We help you build and develop your financial future!

Financial Planning Centre

CBD Wealth Solutions Pty Ltd ABN 75 083 804 317 is an Authorised Representative of Count Financial Ltd, ABN 19 001 974 625. AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 17, 1 Margaret Street, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 17, 1 Margaret Street, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.

We are committed to ensuring the privacy and security of your personal information. As an Authorised Representative of Count Financial Limited, we are bound by Count's Privacy Policy.

Contact CBD Wealth Solutions

11A / 29 Mt Cotton Road Capalaba QLD 4157
PO Box 1202 Capalaba QLD 4157
Telephone: (07) 3390 3663
Fax: (07) 3390 3660
Redland, Brisbane


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CBD Wealth Solutions ABN 75 083 804 317 is an Authorised Representative of Count Financial Limited, ABN 19 001 974 625. AFS Licence Number 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 17, 1 Margaret Street, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 17, 1 Margaret Street, Sydney 2000 NSW. CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.