A Corporate Authorised Representative of The Advice Exchange, CMC Financial Planning offers a range of financial services, comprising advice on Investments, Managed Funds, Life Insurance, Disability Insurance, Trauma Insurance, and Superannuation.
We also recommend products from a wide range of financial institutions that meet their rigorous assessment criteria. Good Corporate Governance is mandatory to holding an AFSL and providing appropriate solutions to our clients’ needs.
Our Tasmanian-based team specialises in developing, implementing and maintaining comprehensive financial strategies tailored to your unique personal and business needs, and that take into account the current stage of your financial journey.
Wealth preservation and growth can only be achieved by adopting, and regularly reviewing, a long-term, consistent approach based on a clear set of objectives to ensure appropriate outcomes – and we work closely with you to help achieve your wealth preservation goals.
We also understand that when it comes to providing professional advice to individuals and families, a personalised service is vitally important. For this reason, the advice provided by our trusted advisers is based upon an analysis of your needs and objectives, and the result is not a ‘one-size-fits-all’ offering but is instead a tailored Wealth Management solution.
In addition to our team of experienced financial advisers, we also work with our specialist investment team, alongside external consultants, to provide you with the best possible outcomes for your individual circumstances and situation.
It’s important that you and your family are protected against those unexpected events, such as illness or disablement, that can negatively impact on your life and livelihood. CMC provides a range of risk insurance offerings that will give you and your loved ones the protection you need and deserve.
Your income is your most crucial asset and our personal risk insurance solutions protect both your income and your assets in the event of total and permanent disability, loss of income due to sickness or accident, a major illness, or worse.
At CMC, we provide a tailored service backed by specialist risk advisers with the objective of only recommending products that best suit your risk insurance needs. Our written advice tailors your insurance portfolio to your personal circumstances, financial position and broader lifestyle goals
When it comes to planning for retirement, the right advice can mean a world of difference in helping you clearly understand your financial situation and ensure that you have a strategy in place to achieve your objectives.
Our aim is to optimise your wealth by working with you on these strategies and get you closer to your retirement goals.
We’ll also help you carefully invest and manage your superannuation, a key tool for retirement, keeping you advised and informed on each step of your retirement journey.