

Our Mission
Our aim at CMC Financial Planning is to put our client’s needs and expectations first in everything we do.
​
We aim to establish, create and maintain long term professional relationships with each and every client. We are committed to both helping you now and into the future to ensure that you achieve your ultimate retirement goals.
Our Management Team.
Meet the management Team of CMC Financial Planning.
​
We are here to assist you with your financial needs and objectives.
We are only a phone call or email away.
We look forward to representing you moving forward.
​
​Thanks
CMC Financial Planning Team.
Our Core Principles

"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..


