Plan today for a better tomorrow
Welcome to CKM Advisers
We specialise in empowering successful Australians to unlock their full wealth potential and elevate their financial well-being. Our mission is to help you achieve financial freedom by navigating the complexities of wealth management with tailored solutions that align with your personal goals.
We understand that your financial needs are unique, and our expertise lies in crafting bespoke strategies that reflect your aspirations. Whether you're focused on building your wealth, securing your financial foundation, or preparing for retirement, we guide you through every step of the financial planning journey with precision and care.
Your time and peace of mind are invaluable. We partner with you to create a customised financial plan that take the burden of wealth management off your shoulders, allowing you to focus on what truly matters—pursuing your passions, enjoying your success, and embracing the lifestyle you’ve worked hard to achieve.
Under our guidance, you gain the confidence that your wealth is being managed with the highest level of attention and expertise. From investment strategies to retirement planning, we’re here to ensure your financial goals are met, so you can enjoy a prosperous future.
Partner with us today and experience the freedom that comes with knowing your financial well-being is in trusted hands.
About You
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Are you a senior executive or business owner experiencing the rewards of a successful career, yet feeling the time constraints that come with it?
You need a personal CFO to assist you to manage your current assets and expand your financial portfolio. With a focus on tax optimisation and maximising financial opportunities for your future, you need expert guidance tailored to your goals. Enjoy the benefits of having a trusted adviser to discuss financial strategies and structure your finances, ensuring maximum gains on your journey.
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Are you a mature individual who finds solace in life's rich experiences rather than the complexities of financial management?
If you're single, divorced, or widowed, and desire to secure your financial future, you understand the importance of capital protection and preservation to safeguard your financial independence. You desire a trusted partner on this journey towards financial empowerment and peace of mind.
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Are you an individual, couple, or family with a healthy cash flow eager to make your money work for you and are looking to build lasting wealth?
You're aiming to develop a robust investment portfolio, strategically pay off debt, safeguard your financial future, or explore complex structures like Family Trusts or SMSFs and minimise tax where possible. Let's work together to achieve your financial goals and secure a prosperous future.
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Have you diligently built up superannuation and other investments over the years, and are now retired or ready to transition into retirement?
Your hard work has paid off, and now you're seeking to preserve and grow your savings while ensuring a comfortable lifestyle throughout your retirement. You understand the importance of strategic financial planning to ensure your funds last well into the future, allowing you to enjoy the fruits of your labour, without worry. As you bid farewell to traditional employment income, it's crucial to establish a reliable income stream to cover your lifetyle and prepare for any significant purchases down the road and achieving your retirement goals. Let us help you navigate this transition with tailored solutions designed to protect your nest egg and support your desired lifestyle, all while minimising tax implications.
What our clients say
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Finally our plans and goals are mapped out
“We have been a client of Clae’s for 20 plus years. From phone calls to regular face to face meetings where the next 6-11 months are mapped out, there is always a focus on the longer term where our goals and desires are planned. It’s a third set of eyes & suggested alternative solutions which keeps us in a good position.
Greg & Marg
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Our SMSF is finally working for us!
We were introduced to CKM by a mutual friend to assist with our future financial plans. Since then, Clae has been instrumental in developing strategies for our financial path to debt freedom. Thanks to CKM, we are planning ahead for the next 5, 10 15 and 20 years.
Kym & Brett
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Finally someone that goes beyond what we desired.
We initially met with CKM Advisers to get help with our SMSF and now we have a complete strategy that encompasses a growth strategy, efficient debt management, retirement plan and appropriate insurance cover for both our personal and SMSF needs. CKM have been the most professional and effective financial advisers we have ever worked with.
Alice & Shane
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Dream it
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Achieve it
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Dream it 〰️ Achieve it 〰️
Connect with us
Let us know how we can help you achieve your financial goals. Whether you're a wealth creator, executive, entrepreneur, or senior staff member looking to retire, CKM Advisers is here to provide expert financial planning and advice. Located in Norwest Sydney, our team is committed to helping you create a secure and prosperous future. Reach out to us today!
