CMC Financial Planning work with our clients by providing professional advice and ongoing support. Our holistic advice process looks at all aspects of your life and takes into account your circumstances and the vision to which you are aspiring.
Our priority is to help you recognise and meet your financial needs through evaluation and assessment to ensure suitable recommendations and planning.
At CMC, we make plans that prepare you for most eventualities. That means combining investment with insurance: one to build and one to defend. To get that mix right, we need to ask you a lot of questions. Then we listen.
Based on what we hear from you, we can build a unique financial plan from our available services and distinct expertise that will build your wealth and deliver the life you want. It will also protect you along the way with a set of contingencies to deal with those problems that life tends to throw at you.
It might even help you sleep better at night.
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.
We offer a range of financial services backed by expertise in:
Personal and Corporate Superannuation
Self-managed Super Funds
Allocated Pensions and Annuities
Wealth Accumulation
Savings Plans
Tax-effective Investment Selection and Management
Social Security Entitlements
Estate Planning
Retirement Planning
Redundancies and Change of Employment
Succession Planning
Life Insurance
Business Insurance
Income Protection
Trauma Insurance
If you need further help, we can also refer you to our trusted associates for specialist advice in financial, actuarial, accounting, legal, direct investment and business planning matters.