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      About Uschevron down

      Delivering Peace Of Mind With Our Care

      • Aged Care Financial Advice
      • Estate Planning
      • Investment Management
      • Retirement Planning
      General Info

      The right financial adviser can set you on the path to the future in aged care, providing tailored advice that is right for you.

      CBI Financial Planning is here to guide you through the aged care financial maze to help you reach the optimal solution for you and your loved one. We have been operating on the Sunshine Coast since 2005 and we pride ourselves on our caring approach and our ability to help our clients obtain certainty in their financial life.

      Taking the decision to place a loved one in an aged care facility can be hard and emotionally overwhelming, which can often lead to rushed or misinformed decisions. CBI Financial Planning can help guide you through the aged care financial system to help you reach the best possible solution for you and your loved one. Our aged care financial advice services include: Advice and recommendations of all financial aspects of aged care Strategies to fund accommodation requirements Assistance with managing current assets, expenses and estates Completing and submitting Centrelink paperwork Fee negotiations with aged care providers Ongoing support as neededContact us for a free, no obligation, appointment with a qualified financial adviser that will look at your circumstances and outline how we can help you and your family.

      Accreditations
      Accreditation badgeAccredited Aged Care Professional
      Email
      Established
      1999
      ABN
      94 096 971 854
      Staff
      1-10
      Service Notes
      Open Monday to Friday
      Other Links
      Category
      Life Insurance
      Keywords
      Aged care, aged care finance companies, aged care financial advice, aged care financial companies, aged care information, aged care planning, finance aged care, financial advise, nursing home financial advice, nursing home information, retirement financial advise, retirement planning
      FAQschevron down

      Where are you located?

      Level 4, 57 The Esplanade, Maroochydore QLD 4558.


      How do I contact you?

      You can call us on (07) 5376 9300