CFB is a ‘whole of life’ financial advisory firm offering services to a broad range of business professionals and executives. CFB is most recognised for its knowledge and provision of advice to, medical specialists.
At CFB, we proudly partner with each client throughout their life journey. The relationship with our clients is founded on our clients’ best interests and delivered through meaningful dialogue. We add value to our client’s lives by:
- Demonstrating an in depth knowledge of our clients occupational environment in order to protect our clients financial future and inform industry, of the needs of our clients;
- Identifying the risks, both personal and professional, that our clients are exposed to in order to develop the strategies to protect them and their family; and
- We identify our client’s current and future wealth creation opportunities in order to allow them to invest in their own lives and secure their financial future.
Knowledge is the foundation of our financial advice. Knowledge of our client’s occupational and personal circumstances provides us with the opportunity to deliver our industry’s best client-centric financial advice. However, our knowledge development is a journey not a destination. As such we view our self as a learning organisation set on a path of continuous improvement. Our organisational improvement is driven by our client’s needs. We will seek feedback and refinement to ensure best of class service to our valued clients.
Identifying Occupational Risks
In order to deliver client-centric advice CFB prides itself on knowing our clients occupational risks, their personal needs and their wealth creation opportunities. Through our close engagement with our clients we have, through their experiences, identified their industry specific risks and professional concerns. Using this knowledge, and our position on financial industry boards of advice, we have created the policies to protect the medical community in their own occupational environment. The creation of needle-stick cover and blood borne disease protection are examples of CFB championing industry development towards our client base.
By understanding our clients future wealth creation opportunities we have been able to both enlighten our clients and be accountable for delivering the strategies to enhance their wealth. We identify formal review processes and partner them on their wealth creation journey in order to adapt to changing circumstances, be responsive to their needs and hold them accountable for the attainment of the financial goals that have been set for them