We provide a range of services including:
If you're hoping for a comfortable life in retirement, learning about your superannuation (super) is crucial. Taking a few steps now could significantly boost your super and make a big difference to your future lifestyle. Superannuation is a tax effective way to save for your retirement. Your money is pooled with other members' money and invested on your behalf by professional investment managers. Generally you will not be able to access this money until you retire.
Imagine what your family's life would be like if you or your partner died or became seriously ill and couldn't work. Would you be able to survive financially? Being unable to work as a result of an accident or ill-health could expose you or your family to financial difficulty. Insurance can provide the money you or your family need in these critical times.
By taking charge of your money, whether you have a little or a lot, you will ease money stress and feel more secure and in control. We can guide you through 2 simple concepts to change your spending habits: (1) tracking your spending and (2) creating a budget.
Whether you are an experienced investor or a beginner, there are plenty of steps you can take to grow your money and keep it safe. We can guide you through the basic principles of investing and also identify some investing danger signs. After you have the basics, we look more deeply at the most common types of investments used by Australians - shares, managed funds and property.
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My name is Andrew Newman. I have over 14 years’ experience in the financial planning industry, having worked at several financial services businesses including a small financial planning firm, a stockbroking firm and 2 accounting firms before branching out to start my own business CMP Financial Planning in 2007. I am the sole owner with 2 support staff who help me manage day to day operations. I have completed an Advanced Diploma of Financial Services (Financial Planning). I am licenced through Lionsgate Financial Group Pty Ltd AFSL 342766 (Lionsgate), so I am an Authorised Representative of Lionsgate and my business CMP Financial Planning is a Corporate Authorised Representative of Lionsgate. Lionsgate is privately owned and provides me with services including: Authorised Representative status, Professional Indemnity insurance, access to training and support, investment and insurance research, an extensive approved product list, and client file reviews. This arrangement allows me to operate my business without conflict so that I can always put your interests first. I also a member of the Association of Financial Advisers. On a personal note, I have the most amazing, supportive and beautiful partner from the Philippines, who works with me in the business. I am the father to 2 gorgeous girls - Laura & Tiana and 1 handsome boy - Damon. I am a Carlton supporter but unfortunately the BLUES are having a few challenges. I keep fit and healthy by eating lots of fruits, vegetables, nuts and seeds, and also do lots of exercise including walking, cycling, weight training and yoga. I love to travel and experience different things. As your financial coach, I will make it easier for you to achieve your financial and lifestyle goals, as you will be able to make informed decisions about your super, insurance, budgeting and investing.
Take control of your finances
Here are a few client Testimonials:
Simple fee structure – one fee for initial advice and one fee for ongoing financial coaching.
Here are the members of our team: