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.
Chris McKenzie CFP®
Managing Director
Jenna Gallagher
Company Secretary
Our Core Principles
The Client Comes First
We are a client focused business, we aim to understand your needs and objectives and deliver based on this. This is at the very core of our business – you are what matters most.
We are here to Educate You
It is important to us that we educate you so you can make informed decisions. Before we do any business with you we will educate you as to why it is the right choice for you. We want you to understand the decisions you are making.
We are Real People
We are real people who are here to assist you. We have direct phone numbers and email addresses, and will deal with your enquiry from start to finish.
We are Qualified Experts
All our staff are qualified experts that have the technical knowledge and experience to handle all your pension related queries
We are always Professional
Professionalism is the minimum you can expect from us. We pride ourselves on this and we will deliver for you in a professional manner.
"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..
