What is Personal Advice?

Investors Save Dollars does not give Personal Advice. However, if you do need personal advice we can refer you to our licensed Financial Advisory Team: CBC Financial Advisers: please click here for more information.

Personal Advice is “financial product advice that is given or directed to a person in circumstances where the adviser has considered one or more of the person’s objectives, financial situation or needs, or in the circumstances where the Adviser should have considered one or all of these matters”. Financial planning mainly involves giving personal advice to clients. Again more information on the advice process can be found on the CBC Financial Advisers (CBC) website: please click here.

CBC can provide you with full-service financial planning on a Fee for Service basis. CBC provides initial and ongoing financial planning advice to clients throughout Australia. CBC is a good fit for our clients as many are far too busy to meet with an adviser face- to- face due to their hectic professional and personal lifestyles. This means that wherever you are in Australia, you can still use CBC’s services. Many of CBC’s clients come from Investors Save Dollars because they want quality cost-effective advice without needing to meet face-to-face with an adviser. All the information can be gathered over the phone or via email or the internet. CBC also services a large number of expatriate Australians all over the world.