CMC Financial Planning
Ireland's Leading Financial Planning Practice
"Welcome to the CMC financial planning website dedicated just for existing clients. The site is designed to help you book Annual Reviews or investment / portfolio meetings and to use our dedicated client log in portal to monitor your policy values in live time.
Your ongoing business, financial needs and objectives are important to us, and I want to provide my existing clients with a way we can easily keep in touch and service your ongoing requirements and needs."
Chris McKenzie CFP® | QFA | SIA | Grad Dip
Managing Director
A Message from Chris..
Our Services for Existing Clients..
1
Investment Performance / Portfolio Review
Expert Ongoing Guidance
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Our ongoing commitment to you is to provide guidance and advice, supporting you through your investment journey.
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We will review investment performance on the portfolio and individual funds to make sure your always on track to achieve your investment objectives.
2
Bespoke Financial Plan
Plan and outline your goals and objectives
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We can develop bespoke and detailed financial plans, to help you achieve financial self-sufficiency.
We can cover retirement planning, estate and tax planning, protection, mortgage advice, income in retirement, investments, and third level education costs.
3
Retirement Review Pre / Post
Take control and stay in control
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Using Cash Flow technology, we can project your pension assets and contributions so you can see in simple terms the income you can expect at a future retirement age.
If you’ve already retired, we can make sure your ARF will provide long term sustainability of the income you require.
Book an Appointment..
Do you need to schedule a telephone appointment? Just click the button below to get started!
