Personal

Personal financial services customised to your exact needs

You will find we attach great importance to treating you with a partnership approach that sees us action your accounting needs and challenges as if they were our own.

From our first chat onwards, you'll see how rapidly your consultant becomes a trusted friend who takes you and your needs seriously. We'll develop a proactive relationship with you — one in which we seek to anticipate and prevent financial problems.

Our clients want (and need) MORE than just tax return preparation.

As your accountant, we are the best person to COORDINATE your wealth advice.

We have tools available to help you to very quickly and very easily set BUDGETS for yourself and see your REAL cash in and out – allowing us to properly advise you!

As your accountant we can assist you with:

  • Wealth projections for your family group
  • Cash Flow and Tax projections for your family group
  • Property cash flow and tax projections
  • Coordination of estate planning recommendations
  • Coordination of external financial advisors to assist you
  • Family cash flow monitoring and budgeting

Because we work so closely with you, we're here to help you think ahead, prevent small issues turning into serious problems and generally taking care of the traps and pitfalls that can catch you by surprise.

You'll be secure in the knowledge that we provide comprehensive, up-to-date advice to simplify and streamline your financial matters.


Don't take our word for it:

See what our clients say

Jarrod Fletcher

WBA Interim middleweight Champion

"CLM have gone above and beyond to provide great service and advice all year round. Extremely friendly and I feel comfortable talking to any of the CLM team"

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