Welcome to CMC

Member of The Advice Exchange

 

CMC Financial Planning is a leading financial advice practice located in Launceston, Tasmania, providing advice on how to grow, manage, and protect your wealth.

With the expertise and capabilities to help you make smart decisions with your money, CMC has been serving its clients for over 30 years.

Whether you are seeking financial advice on superannuation, wealth management, insurance or retirement, we clarify your circumstances, help you set your financial goals, identify actions to take, and develop strategies to meet your personal, professional and business needs.

 
 

our beginnings

The founder of CMC Financial Planning, Chris McCausland, operated in the Financial Services industry since 1986. Chris leveraged off his relationship skills and excellent Life Insurance knowledge to build a financial services practice that provided service and advice to all Tasmanian’s.

Our focus has always been our clients, and to provide excellent service.

We are a dedicated team, efficient and experienced in understanding the needs of clients who come from different backgrounds and all walks of life. We are committed to delivering financial confidence to our clients, backed by first-hand knowledge and experience, helping our clients realise their financial potential and goals through our professional advice and services.

 
 

Holistic Planning for Success

We firmly believe in planning for any eventuality or life event. Specialising in holistic financial planning, we help you create a tailored financial plan that takes account of your circumstances, needs and objectives, then offer product solutions that meet those needs, and ultimately guides you towards greater financial security and the life you truly want.

 
 

Quality Service

We actively invest in our people to ensure that we provide the best service and highest quality advice to our valued clients. From a suite of experienced financial advisers to our talented client services team, we are successful because of our people, their reliability and dependability, and their first-rate service to our clients every time, as we help you on your journey to greater financial security.