CBS Financial
30 Years
in Business
Gallery
About Us
Your Financial Future, Our Priority
- All advisers are qualified with degree
- Fully qualified key personnel
- Guidance on budgeting and goal setting
- Retail & wholesale managed investment schemes
- Savings and wealth creation strategies
- General Info
Empowering clients with personalised financial strategies to achieve long-term success, security, and peace of mind.
CBS Financial purposes is to provide financial advice that is fundamental to the well-being & advancement of individuals & businesses.
At CBS Financial in Ballarat, we are committed to offering personalised financial advice that empowers you to achieve your financial aspirations. Whether you need assistance in managing investments, planning for retirement, or preparing for life’s milestones, our qualified advisers create customised strategies designed to suit your unique needs. We pride ourselves on providing comprehensive financial guidance, ensuring that your financial plan evolves in alignment with your life’s changes.
Our services cater to a wide range of clients, including young professionals, retirees, families, investors, and business owners. We work hard to deliver financial advice that is clear, affordable, and directly aligned with your specific goals. Backed by years of experience and deep expertise, our passionate team offers guidance through every major financial decision, helping you achieve long-term success. We have seven Victorian offices, including locations in Ballarat, Horsham, Geelong, and Melbourne, ready to serve you.
At CBS Financial, we focus on key areas of financial planning, including Centrelink & Aged Care, superannuation, debt management, investments & savings, and personal insurance. Our mission is to help you take full advantage of the financial opportunities available, while also ensuring the protection of your family and assets. By partnering with us, you gain the peace of mind that comes from managing your financial future with confidence and strategy, all while growing your wealth for the future. Call us for further details.
- Accreditations
Charter Financial Planning- Email Business
- Payment method
- cash
- Established
- 1996
- ABN
- 13 114 663 866
- Service Notes
- Open Monday to Friday
- Other Links
- Category
- Commercial
- Yes
- Keywords
- Age Care Planning, Aged Care, Annuities, Bonds, Budgeting, Business Loans, Centrelink, Debt Consolidation, Debt Management, Estate Planning, Financial Advice, Financial Management, Financial Planning, Income Protection, Insurance, Insurance Planning, Investment Strategies, Investments, Superannuation
FAQs
What makes CBS Financial different from other financial advisers?
Our approach focuses on personal, tailored advice, providing simple, affordable solutions to clients at various life stages across seven convenient Victorian locations.
Do I need to pay for an initial consultation?
Our initial consultation is typically free, allowing you to understand how we can assist with your financial planning needs before committing to services.
What services do CBS Financial offer?
We provide personalised financial advice on superannuation, investments, cash flow management, insurance, Centrelink & Aged Care, debt management, and more.
Can CBS Financial help with retirement planning?
Yes, we specialise in retirement planning, ensuring you have a tailored strategy for your financial future, maximising superannuation, and optimising your retirement savings.
How can I get started with CBS Financial?
You can simply contact us to schedule an initial consultation where we assess your financial situation and discuss how we can help you achieve your goals.