Face-to-face advice

Cbus financial planners are licensed to give advice on all of your financial and superannuation matters. We provide objective advice that’s high quality, low cost and personalised.

Initial consultation at no charge to determine your goals, circumstances and objectives
Pay fee-for-service only, no commissions or other hidden costs*
Experienced financial planners located across Australia to help you achieve your goals.

In just one to two meetings you could have a comprehensive financial plan developed for you at a competitive price.

We don’t pay commissions

Some financial planners outside of Cbus receive commissions on the products they recommend. Cbus provides all members with access to commission-free financial planning.

What can a Cbus Financial Planner help you with?

Retirement planning; including Centrelink & DVA pensions
Transition to retirement strategies
Assessment of your financial situation
Contribution advice and strategies ; including salary sacrifice, personal contributions, spouse contributions
Understanding your investment options; including non super assets such as shares, property etc and comparison of other super funds
Developing and achieving financial goals
Identifying your personal insurance needs
Nominating beneficiaries
Managing your tax liability
Develop a personal risk profile, assessing your tolerance to risk and how comfortable are you with markets going up and down
Explanation of current economic climate and what it means to you