CBS Financial

At CBS Financial in Ballarat, we are committed to offering personalised financial advice that empowers you to achieve your financial aspirations. Whether you need assistance in managing investments, planning for retirement, or preparing for life’s milestones, our qualified advisers create customised strategies designed to suit your unique needs. We pride ourselves on providing comprehensive financial guidance, ensuring that your financial plan evolves in alignment with your life’s changes.

Our services cater to a wide range of clients, including young professionals, retirees, families, investors, and business  owners. We work hard to deliver financial advice that is clear, affordable, and directly aligned with your specific goals. Backed by years of experience and deep expertise, our passionate team offers guidance through every major financial decision, helping you achieve long-term success. We have seven Victorian offices, including locations in Ballarat, Horsham, Geelong, and Melbourne, ready to serve you.

At CBS Financial, we focus on key areas of financial planning, including Centrelink & Aged Care, superannuation, debt management, investments & savings, and personal insurance. Our mission is to help you take full advantage of the financial opportunities available, while also ensuring the protection of your family and assets. By partnering with us, you gain the peace of mind that comes from managing your financial future with confidence and strategy, all while growing your wealth for the future.

Call us for further details.