Clients like you
Individuals, couples or families looking to build wealth. You are looking to create an investment portfolio, pay down debt, secure your financial future or considering a structure such as a Family Trust or SMSF and tax considerations are front of mind.
Wealth Builders
Executives / Business Owners
You are enjoying an impressive career however time pressures give you the need for personal CFO. You are after help to manage what you have created and wish to develop your financial situation further. Tax considerations are essential as well as maximising your finances for your future. You appreciate having a sounding board to discuss financial strategies and structures to ensure the best outcomes.
Ready to Retire / Retired
You have worked hard throughout your adult life and are now looking to enjoy the benefits of all you have achieved. You want to ensure that your retirement can provide you financial longevity, along with a favorable lifestyle in a tax effective way. As the sun sets on your regular employment income, it is important to establish an income stream to cover your living expenses and plan for big ticket purchases in the future.
Individuals
Whether by choice or circumstances, you are a mature age individual and have reached a stage in life where you prioritise enjoying life and the pursuit of interests rather than worrying about managing your finances. You are concerned about capital protection and preservation and remaining financially independent is a must.
Finally, it makes sense
What our clients say
“Thanks to great advice from Clae and a great team backing him, we were able to retire earlier than envisaged - Thank you”
Andrew & Joanne
“The team at CKM Advisers are professional and prompt, friendly and helpful. We would highly recommend CKM to help you secure your financial future.”
Marilyn & Gavin
“CKM has helped us navigate many major life milestones along the way with considered advice appropriate to our needs at the time. They are always available to help with advice about our goals, investments and more.”
Nick & Kate