SERVICES

Let us create your perfect financial space, no matter what your needs

HOW WE CAN HELP

CMC Consulting & Mentoring can advise our clients with professional advice and a caring personally designed support. Our holistic professional advice looks at all aspects of your life and takes into account your full circumstances and the vision to which you are aspiring.


Our passion is helping you with your financial journey, taking into consideration the cost of living and saving for your future, ensuring that your lifestyle and your individual goals are achieved.

Knowing that everyone is on a different walk of life, we take steps to understand your personal circumstances. We will give you peace of mind by putting structure and predictability around your financial situation. In this way, we help establish your financial future to protect your valued assets and your lifestyle.

We will provide you and your family with the assurance of financial security now and into the future.

We recognise that in this busy world, time is precious. Our dedicated team have the qualifications, knowledge and expertise to assist you with your personal financial plan.

We offer a no-obligation, cost free, initial consultation where we look at your present situation and long term goals. We discuss how our advice process will be of value to you. To further understand our services please view our Financial Services & Credit Guide (FSCG) as a pdf.

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CMC Consulting & Mentoring insurance and asset protection
CMC Consulting & Mentoring wealth accumualtion and investment
CMC Consulting & Mentoring super mamagement and consolidation

INSURANCE & ASSET PROTECTION

WEALTH ACCUMULATION & INVESTMENT

SUPER MANAGEMENT & CONSOLIDATION

Helping you protect your assets within the legal financial guidelines. Income protection Trauma cover Death & TPD cover Estate planning

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Helping and assisting you define realistic financial goals and sound investment


Tax effective strategies & investments

Diversification of your investment portfolio

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Helping you manage your super and saving through well thought out consolidation


Superannuation Lost supper SMSF referral Govt. co-contribution

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CMC Consulting & Mentoring financial planning
CMC Consulting & Mentoring estate planning
CMC Consulting & Mentoring transition to retirement

FINANCIAL PLANNING

Comprehensive evaluation of your current portfolio and

planning for the future Future goals & objectives Other finance by referral:  - personal -car - mortgage

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ESTATE PLANNING

Helping you understand the importance of the correct  distribution of your assets Wills & POA Beneficiaries Trusts Funeral funding

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We help and guide you to understand and act on your transition to retirement Superannuation Salary sacrifice Income streams Centrelink benefits

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TRANSITION TO RETIREMENT

CMC Consulting & Mentoring debt management
CMC Consulting & Mentoring newsletter

DEBT MANAGEMENT

Helping and guiding you to take control of your debts and finances Cash Flow Budgeting

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REGULAR NEWSLETTERS

Helping, guiding, and informing you on a regular basis in your email inbox

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BUILDING FOUNDATIONS

Over 30 years of experience ensure your investment is perfect.

COMPLAINTS

We recognise that from time to time things don’t happen as expected and that this can lead to dissatisfaction or a need to make that dissatisfaction clear. To know more please read further  our complaints policy...

DO YOU HAVE A COMPLAINT?


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Tassie Small Business Finance Pty. Ltd. ABN 83 081 235 832 trading as CMC Consulting & Mentoring and RetireWell [With a Plan] is a Corporate Authorised Representative , Number (1233551) of The Advice Exchange Pty Ltd ABN 55 107 629 194 AFSL/ACL 278937