CMP Financial Planning - Superannuation and Insurance Specialist

I'm Andrew Newman, Financial Adviser, Founder of CMP Financial Planning and Superannuation & Insurance Specialist, based in Moonee Ponds, Melbourne.

 

Ways I Can Help You... 

  • Secure your financial future with personalised strategies for your individual situation

  • Take control of your retirement savings - FREE SMSF Seminar

  • Maximise your investment opportunities

  • Reduce your tax through legal tax management strategies

  • Secure your income on an ongoing basis - FREE Income Seminar

  • Save thousands in tax on your super if you are over 55

  • Pass your assets to your family in the most tax effective way

For more information on how I can help you call 9372 7955 or click on Contact Me

 

7 Reasons Why Clients Are Choosing Me As Their Financial Adviser...

  1. I'm experienced and professionally qualified

  2. I always put your interests first with advice focused on improving your financial situation and not selling products

  3. I have an easy to understand fee structure with no hidden fees

  4. I have satisfied clients. Read their comments below

  5. The opportunity for your portfolio to outperform the market based on the value investing method as used by Warren Buffet

  6. I provide outstanding value for money - as a small business owner with low overheads gives me an advantage over my competitors

  7. I don't favour any product providers - as I own my business and I'm not tied to any financial institution

For more information click on About Me

 

What Clients Are Saying About Me...

As a new customer, we are very pleased with the professional approach taken by Andrew and his ability to address all our requests. We feel that he has guided us through the process of starting our self managed super fund and getting our portfolio started. We feel confident that our value will grow and we think that CMP Financial Planning have provided what we needed.

Mr & Mrs Sebastiano

Having used CMP Financial Planning for assessing the feasibility of undertaking a "transition to retirement" strategy was excellent. Andrew provided clear and concise advice and I will utilize his services in the future. In the meantime, I have recommended his services to others.

Mr P Frangos

For more client comments click on Testimonials

 

FREE SMSF Seminar...

Do you want control, tax savings, cost savings and estate planning flexibility from your super fund?

Take control of your future with a self managed super fund.

For more information click on FREE SMSF Seminar

 

Superannuation and Insurance Specialist – Call 9372 7955

 

Andrew Newman is an Authorised Representative 284631

of Lionsgate Financial Group Pty Ltd AFSL 342766

 
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Blog
  • Quotes from Warren Buffett The following quotes relating to Warren Buffett are from author Robert Miles who has dedicated much of his life to understanding how the world’s greatest investor built his empire. Warren Buffett would say you should...
  • 2011 review and 2012 outlook 2011 in review: should we be concerned about 2012? Dr Shane Oliver reviews the events of the past year and looks towards 2012. Oliver's Insights 2012: Australia's Economy Dr. Shane Oliver, focuses on the Australian economy...
  • Monthly Success Article - The Secret to Success Do you want to achieve your most important goals? In my opinion it gets down to two simple words, "easy" and "neglect". People often ask me how I became successful at the early age of 31, while many of the people I knew did...
  • Direct Share Investing - Warren Buffet Investment Method Updated: Returns are now for the period ending 31 December 2011 For direct share investing, I use an investment method similar to that used by Warren Buffet. For the first step, I use a software program that scans the entire ...
 
 

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