IT’S NOT YOUR SALARY THAT MAKES YOU RICH, IT’S YOUR SPENDING HABITS.

Charles A. Jaffe

THERE ARE NO SECRETS TO SUCCESS. IT IS THE RESULT OF PREPARATION, HARD WORK AND LEARNING FROM FAILURE.

Colin Powell

YOUR LIFE IS THE RESULT OF YOUR CHOICES. IF YOU DON’T LIKE YOUR LIFE, IT’S TIME TO MAKE BETTER CHOICES.

KushAndWizdom

EXPECT THE BEST. PREPARE FOR THE WORST. CAPITALISE ON WHAT COMES.

Zig Ziglar

Our Business Will Intelligently Take Care Of Your Business

Our Team. Your Advantage

SERVICES


We provide a range of services including:

BLOG


Here are our latest Blog articles:

Headline: Considering Life Insurance? Here’s what you need to know

Assembling a brilliant advisory board is an important first step. The next step is to get the board to measurably impact your company. The challenge[...]

Read More

Find And Recruit A Technical Cofounder For Your Startup

You have a great idea for a tech-oriented business and maybe an MBA to go along with it. But if you don’t have strong technical skills, then you’re going[...]

Read More

You Should Learn The Art Of Socializing Now

Social media is free and ubiquitous, and offers entrepreneurs an unprecedented marketing opportunity. Guy Kawasaki, in his new book The Art of the Start 2.0, [...]

Read More

FINANCIAL COACHING


Take control of your finances

TESTIMONIALS


Here are a few client Testimonials:

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. Ms S Slavec
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! Mr A Wagner
We are extremely happy with the retirement plan as set up by Andrew and we look forward to the periodic reviews and Andrew's advice. Andrew found out that [we were] actually eligible for a Government Pension - we were not aware of this. This will increase our income each year considerably.Mr L & Mrs A Zimpel

FEES


Simple fee structure – one fee for initial advice and one fee for ongoing financial coaching.

Initial Advice Fees

These fees cover all our meetings, phone calls, emails, to prepare an advice document with appropriate recommendations and then to implement those recommendations.

Ongoing Financial Coaching Fees

These fees cover my ongoing financial coaching services which are based on 3 different packages depending on your situation as shown below. The ongoing financial coaching fees are paid by you which means you can stop paying the fees at any time if you are not satisfied with my services.

  • Accumulator Phase

  • $110 per month
  • Ideal for younger clients
  • Face to Face Meetings Average of 2 per year
  • Unlimited Emails
  • Unlimited Phone Calls
  • Retirement Phase

  • $165 per month
  • Ideal for retired clients
  • Face to Face Meetings Average of 2 per year
  • Unlimited Emails
  • Unlimited Phone Calls
  • Self Managed Super Fund

  • $197 per month
  • Ideal if you have a SMSF
  • Face to Face Meetings Average of 2 per year
  • Unlimited Emails
  • Unlimited Phone Calls

TEAM


Here are the members of our team:

Duis sed odio sit amet nibh vulputate cursus a kind of changes without touching any code

Andrew Newman

CMP Financial Planning Founder and Financial Advisor

Duis sed odio sit amet nibh vulputate cursus a kind of changes without touching any code

Myzel Perez

Website Builder, Para-planner & Marketing Coordinator

Duis sed odio sit amet nibh vulputate cursus a kind of changes without touching any code

Sidney Sontuosidad

Administration Assistant & Information Technology Coordinator

CONTACT US


If you are ready to take control of your finances, then complete the form below to begin your journey to achieve your financial and lifestyle goals:

Contact Information:

Business Hours: Monday to Friday 9:30am to 5:30 pm
Email address: info@cmpfinancialplanning.com.au
Mobile Phone: 0402 785 330
Street Address: Suite 201, 175B Stephen Street, Yarraville VIC 3013
Postal Address: PO Box 121, Yarraville VIC 3013