Clinton Pentland

Tasmanian Wealth Management

Gold
18 Yrs Experience
Launceston, TAS 7250

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

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 11
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Tasmanian Wealth Management

40 Canning St
Launceston, TAS 7250

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Hillross Financial Services Ltd

AFSL 232705