Customised wealth creation, retirement planning and asset protection

We'll help you create the financial future you want and the peace of mind you need.

Regardless of your age it is never too early or late to ensure you enjoy the retirement you've worked so hard for.

At CLM we understand that planning for your retirement is about more than securing your future; it's also about giving you the peace of mind during your working years.

Speak to a CLM wealth creation adviser to review your circumstances in detail. Then reap the benefits of working closely with one of our strategic planning partners to build the future you want.

Our strategic financial planning direction affords you and your family comprehensive financial planning, succession and asset protection strategies to ensure the future you plan remains secure.

To take control of your retirement planning contact CLM today. contact us today.


Succession planning services

  • Creating and implementing your retirement plan
  • Planning the best structure for your business
  • Liaising with your legal advisors

Asset protection services

  • Advice regarding which entities should hold your assets
  • Establishment of companies, trusts and self-managed superannuation funds
  • Income protection strategies

Don't take our word for it:

See what our clients say

Marek Rohozinski

Dentist

CLM are very efficient. They get things done on time, they listen and they work well with my financial adviser. It’s so easy to deal with them because they have good staff and nothing is a problem. I respect the advice I am given

Read More >