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CB Financial
Lisa Liu's Company Details
CB Financial has been helping individuals, business owners and corporations (as an employee benefit for their employees), achieve sound financial futures since the 1980's. Our approach is holistic and aims to maximise and protect our clients' wealth through a process we call SELF® (Strategy, Education, Life balance and Financial soundness). We help clarify goals; then make strategic and informed decisions about asset security, planning for life's unexpected risks and managing wealth to achieve a balanced lifestyle. This process demands that we continuously reassess and modify of our traditional financial planning products and services, in order to identify new opportunities and solutions and ensure we help our clients achieve their goals.We offices located in Brisbane, Strathpine and Caboolture, providing services to both corporate and personal clients throughout Queensland and interstate.What does tomorrow hold for us? A commitment to expand our team's competencies, our range of services and strategic alliances, so that we remain in touch and continue to meet the evolving needs of our clients.IMPORTANT WARNING – GENERAL ADVICE ONLYThe information provided on this website is general information only. It has been prepared without taking into account your individual objectives, financial situation or needs. Before acting on any information you should consider the appropriateness of the information, having regard to your objectives, financial situation and needs.CB Financial Pty Ltd ABN 84 120 482 313 is a Corporate Authorised Representative No. 303961 of Alliance Wealth Pty Ltd ABN 93 161 647 007 AFSL No. 449221.