CMC Financial Planning - Launceston, Tasmania

CMC Financial Planning

CMC Financial Planning es una empresa financiera con sede en Launceston, Tasmania, Australia. Se encuentra ubicada en 3/114 George St, Launceston TAS 7250, Australia., y puede ser contactada por teléfono en 363343143 o visitando su sitio web en https://www.cmctas.com.au/.

La empresa ofrece servicios de consultoría financiera de alta calidad a sus clientes, incluyendo planificación financiera, gestión de ahorros y inversiones. Los expertos de CMC Financiero están comprometidos con ofrecer consejo sólido y personalizado que se adapte a las necesidades individuales de cada uno de sus clientes.

La empresa destaca por su enfoque en la atención al cliente y su flexibilidad en cuanto a horarios de cita. Los clientes valoran la amabilidad y la profesionalidad de los miembros del equipo de CMC Financiero.

CMC Financiera también cuenta con instalaciones accesibles para personas con discapacidad, incluyendo un estacionamiento y entrada y baños accesibles.

Especialidades

• Financial consultant
• Planificación financiera
• Gestión de ahorros
• Inversiones

Vale la pena mencionar

La empresa tiene 13 reseñas en Google My Business, con una calificación promedio de 4.9/5, lo que refleja la satisfacción de los clientes con sus servicios.

👍 Reviews of CMC Financial Planning

Jenny

5/5

We have been with CMC for many years and have always found Andrew and Jess to be committed to offering sound advice that best works for our individual needs. They are regularly in touch to reassess and to manage any risk that the current economic climate may be posing. The CMC staff are always friendly and flexible in terms of available times to meet. I would highly recommend them to anyone looking for financial advice and ongoing management of superannuation.

Rodney G.

5/5

Each year I have a meeting with the local office in Launceston to review the performance of the past year. They prepare a thorough picture of my portfolio and are ready to answer any questions I have. They also will recommend any adjustments to the portfolio.
These meetings face to face are important so as I am aware of what has happened over the past year.

Murray B.

5/5

I have been a client of CMC Financial for a long time. I'm not rich, by any means, but the team at CMC, over many years, have made sure that what I do have has grown substantially and the advice has always been clear, concise and understandable.
I would recommend giving them a call.

Debra M.

5/5

I go to Jess at CMC in Launceston to work out my finances and she is brilliant! She takes the fear out of my future for me. Thank you Jess 🙂

Heather G.

5/5

Nothing has been too much trouble with all questions answered comprehensively. Our transition to retirement has been smooth, thanks to the advice given by both Andrew and Jess.

Mark B.

5/5

Jesse was very helpful and fully explained how my superannuation was going and kept me well up to date on market behaviour andwhat to expect going forward

Sally C.

5/5

The team developed comprehensive strategies to enable us to retire. Great, friendly & fresh service.

Russell C.

5/5

Have been a long term client with CMC and high recommend their service to anyone