OUR APPROACH
CB Management aims to help individuals, families, and athletes achieve their financial, fitness, and career goals.
In order to achieve this, CB Management has a six (6) step structure in place that will hold everyone (yes, even myself) accountable.
Here's my approach:
Evaluate
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Evaluate your current asset allocation
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Evaluate your existing investment and risk products
Evaluate
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Evaluate your current asset allocation
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Evaluate your existing investment and risk products
01
Identify
Identify and prioritise your financial goals.
02
Calculate
Calculate what is needed to reach each goal.
03
Evaluate
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Evaluate your current asset allocation
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Evaluate your existing investment and risk products
04
Recommend
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Recommend investment managers e.g. low-cost ETF managers
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Recommend the best life, disability, and critical illness products
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Recommend tax efficient products and solutions
05
Implement
Implement and manage the recommended products by yourself (DIY) or let me do it for you
06
Track
Start tracking your goals on an ongoing basis