Testimonials

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

Andrew was open and informative with his advice, he displayed patience and understanding whilst explaining his proposals to ensure I had a clear understanding of his recommendations.

He listened to what my goals were and created a plan which met them. He actually exceeded my expectations with his plan.

It was a pleasure dealing with Andrew.

PS. Nothing was too much trouble for him. I feel a lot better about my pending retirement now than I did before.

Andrew Newman has been my financial advisor and planner for the last 3 years. In that time, I have found that his healthy balance of high standards, patient counsel and holistic integrity have contributed to him being an outstanding success partner. 

He has shown care and leadership by covering areas of my finances I would not have thought of before, while at the same time, listening and truly understanding my situation and concerns.

He has helped to stabilise, fortify and will continue to move forward the financial and wealth areas of my life.

I find Andrew to be very knowledgeable and helpful with regard to my particular financial concerns. He is able to explain financial solutions and strategies in clear and easy to understand terms.  Andrew is very friendly and enthusiastic/passionate about helping people to achieve their financial goals. I feel confident and comfortable with Andrew’s financial advice and highly recommend his financial planning services.

A highly professional, thorough and conscientious service. I would have no hesitation in recommending Andrew's services to my friends and colleagues. I can enjoy today robust planning for tomorrow.

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.

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.

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!

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.

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.