CBS Financial

At CBS Financial, we believe in providing financial advice that is personalized for your needs and helps you work towards your goals. We can work with you on a comprehensive range of financial areas or you may prefer to gain our advice on only one or two financial matters. Our team of experienced and qualified financial advisors is here to assist you in designing and implementing financial plans to make the most of life's choices.

Our Services

Our professional and qualified advisers are here to assist you. Through the development of personalized strategies and advice, we work with you to show you how you can meet your goals. We offer our clients specialist advice across a range of strategies, including investment options, education savings, direct shares, and more. We guide you with our knowledge, passion, and experience to help you achieve financial success.

Our Expertise

We have a long history of providing financial advice and continue to do so across our seven Victorian offices, including in Ballarat, Horsham, Geelong, and Melbourne. Our team is experienced in designing, implementing, and managing personalized financial plans to ensure you make the most of your financial opportunities. By listening to your concerns, asking the right questions, and taking the time to understand your goals and objectives, we offer personalized advice suited to your individual needs.

Committed to Your Success

At CBS Financial, we are committed to helping you achieve your financial goals. Whether you're a young professional, growing a family, preparing for retirement, or looking to invest, we are here to provide you with personalized financial advice and guidance every step of the way.