Us
Our story, your next chapter
CRM Financial Planning is made up of independent, approachable advisers who value people over portfolios. Whether you need help navigating life’s ebbs and flows, or are simply looking for peace of mind, it’s our joy to put you back in control of your financial future.
Together, we have decades of experience at big firms, but have proudly stayed small enough to know our clients personally. We pride ourselves on our down-to-earth approach to providing trusted guidance, a strong shoulder, and genuine enthusiasm for the people we help.
Most importantly, we care. No client is too big or too small; no matter your circumstances, we’ll always do our best to help. And if we can’t help, we’ll point you to someone who can, so you’re always left feeling informed, reassured, and confident about what’s next.
The values at our core
Honest
Good advice starts with good intentions, and doing the right thing is always the right route. For our clients, that means honest, independent advice, not hard selling.
Approachable
We’re real people helping real people. No jargon, no judgement – just clear, friendly advice that helps you make the best possible decisions about your finances.
Invaluable
There’s a reason our clients come to call us friends. We’re here for the long term, giving the utmost care to every conversation, every plan, and every outcome.
Our investment philosophy
What sets us apart isn’t just what we do, but how we do it. We provide whole-of-market investment advice, we genuinely care, and we take personal responsibility for giving our clients a great experience.
