CPB Financial Planning Services - Port Adelaide, South Australia

CPB Financial Planning Services: A Comprehensive Overview

CPB Financial Planning Services is a highly regarded financial advisory firm located in Port Adelaide, South Australia. Dedicated to providing comprehensive and personalized financial solutions, CPB offers a range of services designed to meet the diverse needs of individuals and families. The firm’s commitment to clarity and accessibility is evident in its approach, ensuring clients understand every aspect of their financial plans. Located at 285 St Vincent St, Port Adelaide SA 5015, CPB operates with a strong focus on building long-term relationships based on trust and expertise. Clients can easily reach them by phone at 883412411, or by exploring their website at cpb.com.au. The firm’s specialization includes acting as a Financial Consultant, operating as an Insurance Agency, and providing expert Superannuation Consultant services.

Services Offered

CPB Financial Planning Services distinguishes itself through its holistic approach to financial planning. They provide a spectrum of services tailored to various stages of life and financial goals. Key offerings include:

• Financial Planning: Developing customized financial plans encompassing budgeting, savings strategies, investment planning, retirement planning, and estate planning.
• Insurance Advice: Assessing individual and family insurance needs, including life insurance, income protection, disability insurance, and property insurance. They strive to secure the most appropriate coverage at competitive rates.
• Superannuation Consulting: Guiding clients through the complexities of superannuation, including fund selection, contribution strategies, and retirement income planning. They assist in maximizing superannuation benefits and ensuring compliance with regulations.
• Centrelink Liaison: Simplifying the process of lodging applications with Centrelink, ensuring accurate information and timely processing, as highlighted by numerous client testimonials.

Accessibility and Convenience

CPB places a strong emphasis on accessibility and convenience for its clients. The office is equipped with wheelchair-accessible car park and a wheelchair-accessible entrance, demonstrating a commitment to inclusivity. Furthermore, a wheelchair-accessible toilet is available on-site. Appointments are highly recommended to allow for thorough consultations and personalized attention. The firm understands that navigating financial matters can be overwhelming, and they prioritize creating a comfortable and supportive environment.

Client Feedback and Reputation

Client feedback consistently praises CPB Financial Planning Services for its knowledgeable staff, clear communication, and efficient service. The company maintains an average rating of 5/5 on Google My Business, reflecting the overwhelmingly positive experiences of its clients. One client commented, “These guys are the best, able to walk the talk and in terms that I get. They’re knowledgeable, helpful, nothing is too much hassle. Organized all the paperwork quickly and lodged with Centrelink no drama.” This sentiment underscores CPB’s dedication to simplifying complex financial processes and providing a seamless client experience. The team prides itself on its ability to translate intricate financial concepts into easily understandable terms, fostering a sense of confidence and control among its clients.

About CPB Financial Planning Services

CPB Financial Planning Services is led by experienced and qualified financial professionals who are committed to delivering exceptional service and achieving client success. The firm’s team possesses a deep understanding of the Australian financial landscape and regulatory environment. They continually invest in professional development to stay abreast of the latest trends and regulations, ensuring clients receive the most up-to-date and relevant advice. Their approach is rooted in a client-centric philosophy, prioritizing individual needs and goals above all else. The firm’s dedication to transparency and ethical conduct has fostered a strong reputation for integrity and trustworthiness.

Contact Information & Further Details

Address: 285 St Vincent St, Port Adelaide SA 5015, Australia.
Phone: 883412411
Website: cpb.com.au

Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.

👍 Reviews of CPB Financial Planning Services

Peter S.

5/5

These guys are the best, able to walk the talk and in terms that I get. They're knowledgeable, helpful, nothing is too much hassle. Organised all the paperwork quickly and lodged with Centrelink no drama.