Clinton Pentland is a director of Tasmanian Wealth Management and has had a passion for investment markets, property and small business from a very young age.
Before providing advice to you he will firstly gather a solid understanding of your current situation, listen and understand what your future financial and lifestyle goals are and then develop personalised financial strategies to help you achieve these goals.
He will ensure you understand exactly what is being recommended and why and will explain things in a clear and easy to understand way.
Clinton will provide tailored advice during your working years to help you create and build your wealth using smart and easy to understand tax effective strategies. He will tailor all financial strategies and portfolio decisions as you move closer to the pre-retirement then retirement phase to ensure the advice and plan remains appropriate and relevant as your circumstances and situation changes.
Clinton enjoys helping clients create wealth and move into the retirement phase in the best financial position possible. He also enjoys giving clients the peace of mind that their assets are working best for them, that they have strategies in place to minimise tax and maximise any potential Centrelink entitlements and that their fees and costs are minimised.
Clinton has been in the financial planning sector since 2004 and has been a Certified Financial Planner (CFP®) and FPA member since 2006.
Areas of expertise;
Clinton Pentland specialises in;
- Retirement Planning
- Superannuation (including Self-Managed Super Fund)
- Centrelink Advice
- Wealth Creation Strategies including Transition to Retirement Strategies
- Insurance Advice
- Share Portfolios and Investment Advice
Clinton made me feel at ease and gave me the guidance and confidence to establish a sound financial plan moving forward. Have already recommended him to my friends!
Clinton is easy to talk to, and takes the time to answer any questions we have. His knowledge of the Super industry and advice for our transition to retirement has served us well.
Good explaining concepts, easy to get along with and very happy with the package we have worked out.
We originally spoke with Clinton about reviewing our current insurances, but he has assisted with so much more. After a full assessment of our situation including insurances, superannuation and tax strategy options, Clinton has opened our eyes to the options available for more beneficial and positive financial outcomes - thank you Clinton!
We place every confidence in Clinton and appreciate the amount of time he spends in tailoring investments to suit our personal circumstances. During the time we have been advised by him we have seen our wealth increase and we have never had cause to doubt his ability. He is personable, listens to our concerns, and makes appropriate recommendations. We would recommend Clinton to those who require financial advice.
- Adviser status Gold
- Number of reviews 11
- First year providing advice 2004
- Years of experience 18
- Advanced Diploma of Financial Services (Financial Planning)
Tasmanian Wealth Management40 Canning St
Launceston, TAS 7250
- 9:00am – 5:00pm Monday – Friday
Hillross Financial Services Ltd