We're not your average financial planner
CBD Financial Planning was established in 1990 as an integrated financial advice company, which services corporate employers, employees, individuals and businesses. CBD is committed to providing quality advice that encompasses business advisory and financial planning.
Who are we
A team of experts
We know you by your name.
Helping busy professionals manage their wealth
Advice tailored to YOUR needs
Our clients described us as competent, prompt and acknowledgable
We fight to get our clients what they deserve
"Holistic" Financial Solution
We provide a fully integrated advice service where we are able to look after all of your financial needs - not just one aspect of it.
We are here to help you identify and achieve your financial goals. We ask the right questions to get a clear understanding of your objectives.
Our state-of-the-art software centralises client data to easily and quickly obtain the clients total profile.
Our team members are specialists with a broad knowledge base and in-depth understanding of business, personal finance and risk.
Superior Ongoing Service
We work with you to monitor the performance of your program and ensure that it is always focused on achieving your goals.