Clements Dunne & Bell Melbourne

You are
Private Individual Client
  • Minimise your tax
  • Leverage your capital
  • Optimise your retirement plan
  • Be financially prepared for the stages of your life
  • Confidently build your net worth

For an individual, financial challenges and requirements can be as complicated as those faced by large corporations. With extensive and often complex taxation rules such as items surrounding superannuation, family trusts and private companies, the need to process your financial affairs in a correct and optimal way can have a major impact on your economic well-being.

What we do – Access Financial Expertise

As a private client, CDB will work closely with you to ensure all aspects of your personal finances are managed effectively and responsibly. With years of expertise coupled with up to the minute financial best practices, CDB provides client advisors who specialise in administering advice to heighten opportunities found within your portfolio.

Your personal financial advisor will manage your account utilising single matter experts to provide an integrated solution tailored to your needs. Providing a diverse range of advice and services package may incorporate any or all of the following using a single contact within CDB:

  • Accounting
  • Tax
  • Trusts
  • Estate matters
  • Financial planning

Available to high net worth individuals, owner-managers of businesses, entrepreneurs, and company directors of private or public companies, CDB is your professional business partner for financial growth and security.



Related Services

Talk to us

Contact:

Daniel Clements
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Paul Clements
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T: + 61 3 8618 2222