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

4.90
11 Reviews
5
4
3
2
1
4.80
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 11

Sort by

4.75

"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!"

  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"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."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Good explaining concepts, easy to get along with and very happy with the package we have worked out."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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!"

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Clinton has been advising me on my Super Fund for over 5 years . I have found his advise to be extremely helpful . It has help my super grow well and consistently over a number of years . His explanations and guidance has been priceless to me and my wife . We look forward to a long association with Clinton as we move towards retirement ."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been clients with Clinton for 5 years. Clinton is very friendly and courteous and has always available to take my call if I have any questions. Clinton has given advice in areas including self-managed super funds, retirement pension fund and managing debt. Clinton has a very clear manner when explaining things to my husband and me. Through Clinton's knowledge and experience, I feel very confident that the advice given has been right for our needs."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been clients of Clinton for several years and and have the intention to have Clinton manage our affairs for a long time to come. Its nice to feel like its about us and Clinton always has our best interests first. Wr have confidence and tryst in him as he has managed our affairs 100% to our advantage. His manner and people skills are an asset to him and us. We feel we are in a good position for now and the future thank you Clinton fir that. Anita and Luke Vecchiati"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been clients of Clinton for a few years but recently wished to consolidate our Super, amend some insurances and prepare for retirement. Clinton was extremely helpful, ensuring we understood all aspects and felt confident to proceed. Clinton is always polite, punctual and communicates well."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Clinton is approachable and explains things in a way I can understand. Clinton has given me advice on insurance and superannuation. I will be better covered with my insurance and I will pay less in fees with my superannuation. I'm happy with that!"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

My clients have reviewed me based on the following areas of advice

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

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2006

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2005

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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