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Ongoing Advice we help you to stay on track.

Our standard Review Process for Investment & Superannuation

 

Importantly, our Initial Advice is not a "Set and Forget" service. We perform an Annual strategy review to help keep you on track to meet your goals, as follows:

  • You have telephone and email access to our Financial Planning team during business hours.
  • As your world changes, you should contact us so we can help you make the right financial decisions at the right time eg planning for retirement, how to build the deposit for the purchase of your home, affording kids' school fees, starting a family, funding your business, or handing on a family business. Indeed, any major financial decision can be enhanced by the right advice. (This may lead to complex advice where additional fees need to be charged.)
  • We review your investment portfolio regularly using investment research to provide us with extensive investment and product knowledge. If changes are required, we prepare a Record of Advice and make the changes (with your authorisation).

  • We select only highly rated products to meet your financial needs and our review process ensures your investments remain highly rated. 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 are licensed to give taxation advice tailored to your financial circumstances to help you to legally minimise tax.

  • We consider legislative changes that may affect your plan/strategy and provide relevant information.

  • We help you obtain as much financial certainty as possible. We translate financial jargon into concepts you can understand and use to obtain strategic direction, a profitable focus, confidence your options have been examined and decisions are correct. We provide you with information about your portfolio and the investment environment.

  • We respond promptly to clients, are easy to access and use.

  • We are committed to providing you with consistently high levels of quality service and individual attention.

  • We provide you with an annual Valuation Report of your portfolio and a Record Of Advice document.

  • We keep up-to-date and, in today's complex financial and taxation environment, we believe in educating you to help you keep in control of your finances.

  • We are trustworthy, we do what we say, we are risk-aware and we act in your best interests. We provide direct and honest communications and work hard to build long-term business relations with clients.

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


We help you build and develop your financial future!


CONTACT US NOW


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.