Empowering and Supporting Everyday Australians
to Reach their Unique Version of
what we do.
We are passionate about delivering “real” wealth solutions to everyday people.
Our services and plans are tailored to specifically meet your financial goals and objectives.
Our services and plans are tailored to specifically meet your financial goals and objectives.
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our programs.
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our news.
Whilst interest rates are at record lows and are likely to remain there for several years based on Reserve Bank governor Phillip Lowe’s commentary, should you be taking advantage of the current market environment by investing in property or investing in the sharemarket?
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Since December 2020, the world has embarked upon a mass effort to vaccinate against the Coronavirus pandemic. We recently saw the end of the Trump Presidency succeeded by Democrat nominee Joe Biden. Australian businesses were major beneficiaries of Government stimulus programs since the Coronavirus pandemic began.
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It’s normal to feel anxious about what the future might look like for you, your loved ones and your community. However, if you feel like it’s impacting your emotional wellbeing, it may be a good idea to take active steps to add some more positivity to your life. By putting your own wellbeing first, you’ll be better able to help those around you during this challenging period.
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our videos.
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Preparing to See a Financial Planner
Meeting with a financial planner for the first time, and talking about your finances with someone you have never met can seem quite overwhelming and confusing. Make the most out of your first meeting by being well prepared to answers lots of questions about your current situation.
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The Benefits of Yearly Planning Sessions
Yearly Planning Sessions with your financial planner keep you accountable to stay in control of your journey. They ensure your advice is always relevant no matter what happens. If your circumstances have changed over the past year, this meeting is a great time to re-evaluate your plan.
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what our clients say.
contact us today!Fill in the form, give us a call on (02) 9369 5333
or email us admin@cbdadvisory.com.au |
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