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

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.

This normally takes at least 2 or 3 meetings and you get the Peace of Mind from our coaching you in how to approach saving and investing, taking into account your risk tolerance. This helps you to:

  • 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. 

How we do this:

  • We translate financial jargon into concepts you can understand and use.
  • You obtain strategic direction, a profitable focus, confidence your options have been examined and decisions are correct.
  • We consider the taxation consequences and help you legally minimise tax.
  • In today's complex financial and taxation environment, we believe in educating you to help you get in control of your finances and business.
  • We use investment research to provide us with extensive product knowledge.
  • We select only highly rated products to meet your financial needs. This not only helps to screen out lemons and scams, but also tends to give better than average investment performance (when compared with similar investments). See attached
  • We prepare a Financial Plan. You wouldn't take a long road trip without a map. In the same way, you need a road map for your financial future. A financial plan looks at where you are today and where you want to go. Then it sets out the steps you need to take to get there. We help you obtain as much financial certainty as possible.
  • We monitor your investment portfolio regularly and we make changes where appropriate (with your authorisation) to ensure investments remain highly rated. 
  • When required, we meet with you to help keep you on track to meet your goals (see our review process for ongoing advice on the next page).
  • As your world changes, you should contact us so we can help you make the right financial decisions at the right time.
  • We respond promptly to clients, are easy to access and use.
  • We act in your best interests, we do what we say, we are risk aware and we are trustworthy. 
  • We provide direct and honest communications and work hard to build long-term business relations with clients.
  • We are committed to providing you with consistently high levels of quality service and individual attention.
  • We discuss with you how you would like to pay our fees: whether from your investments (including super) or from personal funds and this is agreed upfront, including how the ongoing advice fee (for reviews, meetings and portfolio monitoring including switches) is charged.  

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

See our review process for ongoing advice on the next page – where we help you to stay on track.

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.