Coastal Business Insurance

Life Insurance

Delivering Peace Of Mind With Our Care

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Level 4 57 The Esplanade, Maroochydore QLD 4558

Phone

(07) 5479 6660

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Send Email [email protected]

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Level 4 57 The Esplanade, Maroochydore QLD 4558

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Open Today Today

9:00am - 5:00pm

Mon

9:00am - 5:00pm

Tue

9:00am - 5:00pm

Wed

9:00am - 5:00pm

Thu

9:00am - 5:00pm

Fri

9:00am - 5:00pm

Sat Not Provided

Sun Not Provided

Open Monday to Friday

Additional Contacts

Directions

Accreditations

Accredited Aged Care Professional

https://cbigroup.com.au/

Coastal Business Insurance - Pic 7

Lisa Holland

Tracey Homewood

About Us
Products and Services
FAQs

About Us

About Coastal Business Insurance

AT A GLANCE

Aged Care Financial Advice
Estate Planning
Retirement Planning
Investment Management

The right financial adviser can set you on the path to the future in aged care, providing tailored advice that is right for you.

CBI Financial Planning is here to guide you through the aged care financial maze to help you reach the optimal solution for you and your loved one. We have been operating on the Sunshine Coast since 2005 and we pride ourselves on our caring approach and our ability to help our clients obtain certainty in their financial life.

Taking the decision to place a loved one in an aged care facility can be hard and emotionally overwhelming, which can often lead to rushed or misinformed decisions. CBI Financial Planning can help guide you through the aged care financial system to help you reach the best possible solution for you and your loved one.

Our aged care financial advice services include:

Advice and recommendations of all financial aspects of aged care
Strategies to fund accommodation requirements
Assistance with managing current assets, expenses and estates
Completing and submitting Centrelink paperwork
Fee negotiations with aged care providers
Ongoing support as needed

Contact us for a free, no obligation, appointment with a qualified financial adviser that will look at your circumstances and outline how we can help you and your family.

Products and Services

Features

Certified, Insured, Locally Operated, Locally Owned

Product

Income Protection, Sickness, Superannuation, Total & Permanent Disablement, Trauma

Offering

Business, Family, Individuals

Keywords

nursing home financial advice, aged care planning, retirement financial advise, retirement planning, aged care financial advice, aged care financial companies, aged care information, finance aged care, Aged care, financial advise, aged care finance companies, nursing home information

FAQs

Where are you located?

Level 4, 57 The Esplanade, Maroochydore QLD 4558.
How do I contact you?

You can call us on (07) 5376 9300

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Retirement Planning

Our aim is to develop a clear roadmap for clients drawing towards retirement so that you can enjoy this time of your life, feeling confident and certain in the future.

Aged Care

CBI Financial Planning is here to guide you through the aged care financial maze to help you reach the optimal solution for you and your loved one.

Small Business Advice

We understand the unique challenges, risks and rewards that are part of life in small business.

Superannuation Consolidation

We thoroughly analyse your current situation to ensure your superannuation funds are working hard and that your retirement plans are on track.

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