Wherever you are in your financial journey, we’re here to help you move forward with confidence.
More from your money. More from your life.
Financial advice across Brisbane, Maleney and the Sunshine Coast
There’s a life inside the numbers
Behind every figure you’ve built are years of work and key decisions, along with the things that matter most from here: moments in places you cherish, time with the people you love and plans ready for the spotlight.
At CGM Wealth we put the life lived first, so that the numbers, the strategy and the roadmap always follows the right path.
MEET LYLE
Trusted from the boardroom to the building site
Over 25 years of financial advice, Lyle has kept the conversation the same whether he’s sitting with CEOs or tradies: relaxed, straightforward and genuine. He’s hard to fluster, which makes it easier for clients to put everything on the table, including the parts they’d usually keep to themselves.
CGM Wealth is a one-adviser practice by design
Lyle started it after years inside larger firms, where volume targets and back-to-back meetings left too little room for the kind of advice he wanted to give.
He holds himself to a simple test. The advice he gives you should be the same advice he’d give his own parents or a family member. It hasn’t failed him yet.
Accountants, colleagues and clients have been sending people to Lyle for years for good reason:
WHERE THE ADVICE BEGINS
Everyone has a relationship with money. Few people have looked at theirs closely.
The way you think about money was shaped long before you had much of it, by how you grew up, by what you’ve earned and lost along the way, and by the people whose habits rubbed off on you. Those instincts decide far more than most people realise, from how much risk feels bearable to whether you’ll let yourself spend what you’ve spent a lifetime saving.
That’s why CGM Wealth’s first conversations are about you rather than your balances.
Once your values and underlying biases are understood, the strategy can be built around what you want more of, with an honest look at what’s genuinely worth trading to get there. It’s also the difference between a plan you agree with in the meeting and one you’ll still be following in ten years.
01
Create.
02
Grow.
03
Manage.
We named the practice after the way we work, so the method would always be clear and something our clients could hold us to.
Every client relationship follows the same three commitments.
ADVICE FOR WHERE YOU ARE
Every stage of life asks something different of your money
The questions tend to grow more involved as what you’ve built grows, and the answers that suit you at 40 rarely do at 65. Wherever you are in life, we’re here to get you to the next step.