CB Financial

09/11/2021

If you can, please donate, our Jonno is helping the cause.

Jonathan's Motivation: To be part of such a good and simple initiative, contribute to bring awareness and make men's health better.

03/11/2020

CB Financial Team enjoying Melbourne Cup lunch at George's Paragon. We hope you all had a win!

12/10/2020

Happy Anniversary to Wayne, 1 year with CB Financial! Congratulations Wayne!

12/10/2020

Celebrating Jonathan & Jimmy's Birthday........ Happy Birthday Guys!

05/07/2020

Do you have an emergency fund?

30/06/2020

22/06/2020

Life Protection with Covid-19

26/07/2017

The show of love for Lance and support of those closest to him has been overwhelming. Lance would be humbled. Thank you for your kindness at this difficult time.

26/07/2017

Dear Colleagues and Friends,

It is with great sadness that I inform you of the passing of my co-director, Lance Milham.

Lance has touched many lives. Many of our friends, clients and colleagues would know that Lance had battled illness on and off over the last few years. Despite recent health complications, we did not expect to lose Lance so suddenly last Thursday evening. The team at CB Financial is still coming to terms with the news as I suspect all of those who knew Lance are.

CB Financial was created in 2004 when David Gunthorpe brought team and clients from long standing business Corporate Benefits and joined forces in a service focussed financial advisory business with accountants Skaines Reeves & Jones. It is at that time that I had the privilege of meeting Lance for the first time. Lance was pivotal in mediating and assisting the transition and planning of the new venture. It was plain to see at that early stage that he was the logical choice to lead, inspire and drive the venture forward. Lance and I have worked together as co-directors since the company’s formation during which time I came to regard him as a good friend, trusted colleague and mentor.

Lance ran the business as though it were family and he was very proud that his children were key members of his team. He was also a strong proponent of the writings of Jim Collins with meetings regularly comprising discussions about going from “Good to Great” and ensuring the business was “Built to Last”. As Managing Director of CB Financial, Lance has guided the team to create the foundation of a business built to last and well on the way from good to great. He would be very satisfied to know that he has left the business in good hands: the hands of those he has personally guided and grown.

Many of you have made contact with the team over the last few days and have asked to have thoughts, condolences and prayers passed on to Lance’s family. Thank you. Adrian tells me that the family have been overwhelmed by the number of people reaching out to them and take comfort from the messages they are receiving.

Lance’s funeral service and celebration of life will be held at 2pm Friday July 28 at the Lakeview Chapel, Albany Creek Memorial Park, 400 Albany Creek Road followed by drinks and memories shared at the Eatons Hill Tavern. We encourage anyone who can come along and pay their respects to join us. In the meantime we have the opportunity to reflect on Lance the colleague and friend.

Rest in Peace.

Shaun Reeves

06/05/2016

Read about the Federal Budget and Financial Planning measures at http://cbfinancial.com.au/federal-budget-and-financial-strategies/

Financial planning delivers the best results when it is seen as an ongoing process. Circumstances change over time and so should your plan. Superannuation and taxation formulas change frequently, as do investment markets. Your plan should move with the times so that ultimately, you can take advantag...

25/02/2016

We can help you use every opportunity to accumulate enough for a real retirement.