Sep 01, 2024  | Tags: News

CWM News

Adelaide financial planning firm Retirement Strategies has been acquired by one of South Australia’s largest independent advisory firms, Calder Wealth Management. 

Founded in 2002, Retirement Strategies built a reputation for providing personal advice that guides people away from financial strain at retirement and into their desired post-work lifestyle.

For director Ben Cheney, who has led the Retirement Strategies for a decade, the time was right to transition out of the financial advisory profession and place his clients in safe hands. 

“Leading this company has been an incredibly rewarding experience and I am grateful for the relationships I’ve built with more than 300 family groups over the years,” Mr Cheney said.

“The decision to step away for personal and family reasons has not been made lightly and comes with a mix of emotions, but I do it with full confidence that my clients will continue to receive top advice and support through Calder Wealth Management.”

For Calder Wealth Management managing director Ben Calder, both firms have a unique alignment with shared values and approaches to financial planning.

“This is the coming together of two highly respected, family owned South Australian financial advisory businesses that share a rich history,” Mr Calder said.

“Most importantly, we both focus on building long-term relationships with clients that are built on trust. 

“Both firms share similar cultures, and we have a high value for family, education, excellence, sustainability and also fun, as we work with our clients to set them up for the future they really want.”

Mr Cheney expects a smooth handover for Retirement Strategies clients as they move to Calder Wealth Management. 

“Our team will be moving across to CWM and I’ll be hands on providing consultancy support throughout the transition, so our clients won’t notice much change at all,” he said.

“I’m excited for our clients who will benefit from more choice and more resources to help them achieve their wealth goals.”

Mr Calder said his firm has a proven track record of guiding multiple generations of families to a safe and secure future over 50 years. 

“We’re proud of our 50 year history and our continued, sustainable growth across South Australia, which enables us to be there for all of our clients whenever and wherever they need us, to help them overcome financial changes, grow their wealth, protect the fruit of their hard work, and leave a lasting legacy.”

Read the announcement in:

- Money Management

- InDaily

For more information please contact Ivana Sanzari on (08) 8373 3333.