Financial Planning

SRJ has a strong affiliation with financial planning and advisory firm, CB Financial.

The CB Financial website is currently under construction, however you will find general information, contact details and links to further information below.

Who is CB Financial

With its origins tracing back to the 1960's, CB Financial has a long history of providing corporate and personal financial services in Queensland and, more recently, other states.  Formerly known as Corporate Benefits the company changed its name to CB Financial in 2004 following a significant change of ownership and introduction of a broader business initiative.  

Influencing this change has been the affiliation with SRJ Accountants & Business Advisors and the introduction of Lance Milham as Executive Director. They join David Gunthorpe, a founder of the company who continues to focus on financial advice and relationship management with core clients and strategic alliances.

CB Financial Pty Ltd is an Authorised Representative No.303961 of Guardianfp Ltd t/as Guardian Financial Planning ABN 40 003 677 334AFSL No. 237641 & Australian Credit Licence No. 237641.

Please follow the links below to access additional information on CB Financial.

CB Financial Privacy Policy

CB Financial - Financial Services Guide

Financial Planners who consider the bigger picture.

What makes us exceptional?

The process we use, called SELF®.

SELF® stands for strategy, education, life balance and financial soundness.

Realising your dreams means setting realistic objectives, coming up with strategies and being open to constant review. You also need to plan for events that may disrupt your strategies.

Ascenta's SELF® provides you with a structured approach to achieving your goals, as well as a coach to help you stay on track.

Strategy

You and your coach identify where you are now and develop strategies to realise your dreams.

Education

You learn how to read real life issues and to develop objectives and plans that move you towards the future you desire.

Life Balance

Audit your life and set targets, so you have time for what's important to you.

Financial Soundness

Put your career and income to work so you gain life balance, secure your assets and plan for unexpected difficulties.

Start turning your dreams into reality today.

Call us on 07 3223 6000 to arrange an obligation free meeting to discuss your needs and objectives.