Financial Advice

CBH Super's preferred independent financial advisor for members is Vantage Wealth Management.

Vantage offers independent financial advice at discounted rates to CBH Super members and does not charge any hidden fees or costs. Vantage is owned by its staff and not aligned to any institution and offer services in a cost effective and transparent manner.

Vantage financial planners are highly experienced in the superannuation industry and have a full understanding of how your CBH Super accounts operate.

To find out more or make an appointment with a financial planner, contact:

Vantage Wealth Management
Phone:    08 9215 5000
Website: www.vantagewm.com.au
Address: Level 1, 7 Havelock Street, West Perth WA 6005 

 

Financial Knowledge Centre for members

CBH Super, in partnership with Vantage Wealth Management has introduced a financial knowledge building service available to all members.

If you’ve ever wanted to know more about topics such as estate planning or negative gearing the Financial Knowledge Centre provides you with a web based collection of valuable articles, videos, calculators, quizzes, learning modules and much more that you can use to build on all things financial.

To access the Financial Knowledge Centre, email This email address is being protected from spambots. You need JavaScript enabled to view it. and we will send you personalised details on how to access the portal.

Vantage Wealth Management Services

Vantage offers a range of services to suit member's needs. Below offers an overview of the options available:

General Advice

A 60 minute meeting where general advice relating to the following areas will be provided:

  • Budgeting;
  • Cash Flow Management:
  • Debt Servicing and Reduction Strategies:
  • Non –Superannuation Savings/Investment Structures
  • Superannuation Benefits
  • Centrelink Benefits
  • Personal Insurance Types and Benefits
  • General Investment Advice
  • General Estate Planning Matters

Limited Statement of Advice

Initial 30 minute meeting to gather data relating to the members benefits within the CBH Superannuation Fund in order to provide a written Limited Statement of Advice covering the following areas

  • Benefits/Costs of the member making additional concessional/ non-concessional contributions;
  • Forecast of member benefits based on current balance and future contribution strategies;
  • Forecast of member benefits in retirement based on current balance, future contribution strategies and desired retirement income;
  • Transition to Retirement Pension Strategies;
  • Personal Insurance Needs Analysis and comparison to current levels of cover;
  • Investment Risk Profiling.
  • 45 minute Presentation/Review Meeting

Statement of Advice

Initial 60 minute meeting to gather data relating to the members financial affairs in order to provide a written Statement of Advice covering an agreed upon set of the following areas;

  • Budgeting / Cash flow Management;
  • Debt Reduction Strategies;
  • Pre-retirement savings strategies including financial modelling of recommended scenarios, including super and non-super assets;
  • Post-retirement income strategies including financial modelling of recommended strategies, including super and non-super assets;
  • Personal Insurance Needs Analysis and comparison to current levels of cover;
  • Investment Risk Profiling.
  • 60 minute Presentation/ Review Meeting
 
Vantage is authorised to provide advice through VWM Financial Services Pty Ltd (“VWM”), holder of Australian Financial Services Licence No. 345744.