At CMV Financial Services we can help you to protect, maximise and grow your personal wealth. We can create a completely personalised plan from now to retirement.

We will work with you to understand your financial circumstances, income, investments, assets and liabilities and your short and long-term goals in terms of lifestyle, family considerations, working life and retirement. Once we understand your financial position we will develop a road map to facilitate the achievements of those goals. If there is any significant change to your situation, we will work with you to revise the strategies and goals in the financial plan accordingly.

We specialise in the following areas of financial advice:

  • Self Managed Superannuation Funds (SMSF): Self Managed Super is the largest and fastest growing super sector in Australia due to the level of investment freedom they offer. We help you create your own investment strategy and directly control where and how your super is invested by selecting from a broad range of investments.
  • Superannuation: In an ever changing legislative environment, we can help you with your present superannuation holdings and plan your investment strategy and future contributions to maximise your benefits upon retirement.
  • Retirement Planning: We offer advice to help guide you and your investments from the working phase of your life to your retirement.
  • Wealth Creation: We will work with you to create wealth over time, outside of superannuation, in a tax effective way helping you reach financial independence.
  • Personal Protection: We will assist you in reviewing your personal situation in regards to the protection of your income and family lifestyle from death, disablement and illness in a cost effective manner.
  • Aged Care: Deciding to move into an aged care home is often a challenging and emotional decision for the person moving and their loved ones. We will work with you to guide you through a defined process to maximise your financial position and help you make the right financial decisions when considering or entering aged care.
  • Centrelink (Social Security): We can help analyse your Centrelink entitlements and assist you with any related paperwork.

We can also provide you with access to specialised taxation services through our association with Cadwallader Marinucci Veal & Co (www.cadwall.com.au).