CBus, the leading Industry Super Fund for the building, construction and allied industries, offers an advice service for members wherein they can receive straightforward advice over the phone or comprehensive personalised financial advice from a Certified Financial Planner (CFP) professional.
Getting the right financial advice from a reliable and experienced professional will ensure you make the right investments at the right time that will support you throughout your life. Cbus members can get comprehensive, personalised financial advice via their super fund, says Cbus Head of Advice and Retirement Greg Harper.
Thanks to this service, Cbus members can get advice they can trust, close to home, to help them make the right decisions for their personal circumstances no matter what stage of life they’re at, says Mr Harper.
Studies reveal that more than half of all Australians are looking for financial advice on retirement planning, budgeting and insurance; hence, it’s more important than ever for superannuation funds to offer personalised member advice services. From advice on getting their finances under control, managing mortgage or credit card debt right through to replacing the pay packet at retirement, Cbus members can access professional advice as well as assistance with their financial affairs.
Thanks to the innovative partnership with the Financial Planning Association (FPA), Cbus members and their partners who are seeking comprehensive personal financial advice can consult with a CFP professional operating within the FPA Professional Practice network. To date, the program has been a success with more than 3000 members utilising this service and over 96 per cent providing positive feedback.
Financial Planning Association CEO Dante De Gori CFP said the Cbus and FPA Member Referral Program is delivering great value for people seeking a deeper understanding of their financial circumstances and options available to them.
According to Mr De Gori, Cbus has entrusted CFP professionals in FPA Professional Practices to give financial advice to its members. These financial planners are totally aligned with the service criteria of the referral program.
Mr Harper adds that CFP professionals have been connected with thousands of Cbus members right across Australia in all states and territories, providing advice across the full spectrum of personal financial planning.
The agreement with the FPA allows for members to discuss their financial requirements with an accredited CFP professional who meets strict professional qualification and service criteria set by Cbus and the FPA, and can offer advice on a fee-for-service basis and without product incentives for the financial planner.