For almost 4 decades, we have been providing support and Financial Advice to individuals and families across Australia. We’ve developed esteemed partners and a network of likeminded professionals who drive our success. We’ve graciously received a number of industry awards, which are a testament to our client first culture and our nimble team focused culture that means we’re large enough to matter, but small enough to care. A mission of working together to engage with clients without being constrained by the rigid structures often set down by banks, investment houses or insurance companies, was our foundation. Since then, we have helped thousands of Australians work towards and achieve their personal financial goals. Today we are one of the largest privately owned financial services business in Australia… and that’s something we’re very proud of. We take time to understand your needs and priorities to create a customised financial experience that draws on our holistic range of services. All we need is your financial ingredients and we’ll deliver a bespoke strategy just for you. You will receive institutional-grade investment management, masterminded by our specialist research team. From there, the CWM team add meticulous and dynamic customised financial planning. Our Wealth Management and Financial Planning services encompass: Advice Investment Insurance Finance And that just scratches the surface of what CWM can do for you. Think about us for tax management, estate planning, and philanthropy… we’re your team for all your financial needs. We evolve with you as your life and needs change and develop, but the underlying structure and support you receive remains constant. Now that’s real wealth management.
