The Benefits of Yearly Planning Sessions
Yearly Planning Session's 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.
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.
New Financial Year (20/21) Tips & Tricks
A message from our advisers at CBD Advisory, Angie & Elise on their thoughts of the 2019/20 financial year that just passed, and their thoughts, tips and tricks for the 2020/21 financial year ahead.
New Financial Year (20/21)
A message from our director, Terry, on his thoughts of the 2019/20 financial year that just passed, and his thoughts, tips and tricks for the 2020/21 financial year ahead.