Testimonials

Are you considering seeking financial advice?

The testimonials below are from clients I have provided financial advice.

Each of them made a decision to take responsibility for their financial future and improve their personal situation.

There is a cost for receiving financial advice...

But the cost could be much more if you don't.

Andrew speaks in easy to understand language. Andrew is very flexible with his time, always able to fit in with your schedule. In general, Andrew is very friendly and easy to work with; and seems to know a thing or two about finance.

At age 63 and with retirement approaching, I had no idea about Super or the Age Pension. I was hesitant to seek advice from a financial adviser as I thought it would cost a lot and I did not have much money in my super account. However, after meeting with Andrew, my beliefs about financial advice changed. After following Andrew's valuable advice, I received $7,485 in Government co-contributions over a 3 ½ year period. Then, after retirement, I received a further $12,871 Pension Bonus payment as I worked past the date that I was eligible for the Age Pension. All up I received $20,356 in payments that I would have missed out on without Andrew's advice. The value of Andrew's advice continues to be outstanding. Andrew is always patient with my limited knowledge and he always listens to my concerns. There is also no one I trust more with my financial affairs and I highly recommend Andrew to anyone who is considering seeking financial advice.

After being associated with other financial advisors over many years, Andrew Newman was a ‘breath of fresh air' in our financial lives when he began looking after us about 5 years ago. We have found him to be extremely knowledgeable in all financial matters, very positive especially when the markets looked grim, and also a great communicator. Above all, Andrew is a gentleman, is pleasant at all times and is a man of integrity. We would highly recommend Andrew to anyone.

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.

I am very satisfied with the services I received and confident that my goals will be met. Andrew showed patience, flexibility and great dedication to ensure my financial plan was created with my best interests in mind, and with mutual trust every step of the way!