Retirement Planning

The 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 aspire to. At CLM we understand that planning for your retirement is not only about securing your future, but also giving you the peace of mind to enjoy your working years.

Speak to CLM for a complete review of your circumstances. Then reap the benefits of working closely with one of CLM's strategic planning partners. You can enjoy all the help you need 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.

Retirement and Succession Planning Services

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

Asset Protection

Advice regarding which entities should hold your assets
Establishment of companies, trusts and self managed superannuation funds
Income protection strategies
Life and Total Permanent Disablement insurance

Don't take our word for it:

See what our clients say

Richard Souter

Wide Bay Locksmiths

I have had a number of accountants - but CLM are by far the best. CLM have made a huge difference to our business. They’ve just made it so simple.