Client Case Studies
Karen was running her own consulting business, looking to plan her future, diversify her investments and plan a truly independent future.
The importance of insurance
Karen was a long-term client with a solid insurance plan implemented when she received a positive result in a routine National Bowel Cancer screening test.
Testimonials and Reviews
“With personalised service, home mettings and challenging discussions, Clae educated us on the wealth management structure and options available to secure our financial future. We have since retired and are enjoying the benefits of the investment strategies over the years.
The team at CKM Advisers are professional and prompt, friendly and helpful and we would highly recommend CKM to help secure your financial future.” Gavin & Marilyn T
“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 B
“Our previous 2 advisers were disasters, it was a delight to meet Clae and his team. We were impressed with their professionalism and care for our situation. CKM have gone above and beyond to ensure we now have a good understanding of our investments” Errol & Janine
“Clae has been our adviser for over 20 years. We have never been treated as just another policy holder, Clae and the CKM team treat us as friends. Clae is interested in our goals and helps us to achieve them. With their assistance and support, I now have my shares organised. This may seem like a mere formality, but is has shown me the type of people I am dealing with, those who will look after not only my funds, but my well-being as well. We trust CKM with their knowledge of markets and advice.” Bill J
“CKM has great customer service an always has time for us. Friendly staff quick solutions, excellent services. What more could you want?” Sam B
“I have been associated with Clae and CKM Advisers for 20 years. I have found them knowledgable, of the highest integrity and very professional. They have listened to me and provided financial advice to meet my needs over this time.” Ian M
“Thanks to great advice from Clae and a great team backing him, we were able to retire earlier than envisaged - Thank you.” Andrew A
“I have worked with CKM for 33 years and the net result is that I was able to retire at 55, live a comfortable life and know that if something happened to me, CKM would be able to advise my wife on her future requirements.” John W
“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 is a third set of eyes and alternative solutions which keeps us ina good position.” Greg & Marg
“Clae has navigated us safely through a number of severe economic downturns. He takes the trouble to visit us on the Sunshine Coast and with zoom meetings in between as needed. We like the personal approach an are very happy with what we have achieved and the future outlook.” Roger & Linda S
“We initially went to get help with our SMSF and now we have a complete strategy that encompasses a growth strategy, efficient debt managment, 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 B
Will you be our next client to enjoy these experiences?
“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 now planning ahead for the next 5, 10, 15, 20 years.” Kym & Brett P
