Clements Dunne & Bell Melbourne

Services
Financial Planning / Wealth Strategies

Use CDB's wealth strategies services to develop a personalised wealth creation strategy.

  • Optimise your existing resources and wealth position
  • Build on your investment portfolio
  • Diversify your investments across shares, property and other investment opportunities
  • Leverage tax breaks and claims
  • Build a secure future for you and your family

During the early years of establishing a business or profession, most energies are focused on making scarce resources stretch to the limit. Little reserves are left to stand back and focus on more intangible matters, such as your personal short, medium & long term goals and ultimately your retirement. As rewards start to materialise it is easy to believe that these rewards will continue to flow in good times and bad.

As authorised representatives of  one of Australia's largest accounting based financial and investment advice groups, Count Financial Ltd, CDB Wealth Strategies Pty Ltd has combined the resources of Count Wealth Accountants together with Chartered Accountants tax agent and planning skills, to provide you with balanced solutions, to help you take control of your financial future.

CDB Wealth Strategies, provides advice on corporate & family financial structures, investment and succession and retirement planning.

CDB ensures the best possible decisions are made so that you can keep and grow what you have worked so hard to achieve across your lifetime.

Strategic Wealth Creation Services

Wealth Protection Services

  • Income Protection
  • Trauma Insurance
  • Life Insurance

We offer a FREE Initial, No Obligation Consultation! Contact our financial advisors today for a no obligation, confidential and cost free, initial introduction to our wealth creation and financial planning services. This free introduction will help you decide whether the services we offer are right for your needs, it will not include specific financial planning advice or a Statement of Advice.*


 

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Talk to us

Contact:

Paul Clements
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Crystal Broadfoot
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T: + 61 3 8618 2222

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Click here to view Financial Services Guide (FSG) May 2010