Our Story

We’re globally minded and bring the best of our partnerships across the world to benefit you and enhance your holistic experience with CWM.

Our Story

We know that when it comes to you and your family, you want to make the “right decisions”. CWM is here to guide you through this process providing smart, personal advice that explores options and delivers flexible strategies and plans. We arm you with the best information to be able to make informed decisions with absolute confidence. You will proactively hear from us about market changes, relevant opportunities and your progress to support your long term, sound financial plan.

Recognised as experts in our field, our passion to deliver the highest quality wealth management advice, exceptional client service and a phenomenal client experience drives us. We strongly believe in, and operate at all times in a cohesive, collaborative team environment, ensuring you get the best holistic advice produced with energy and commitment.

We will deliver on:

  • Accessible leadership – The entire team is available to you. There is no query too big or too small - we relish keeping in contact.
  • Integrated solutions – Our network of expertise means all your financial needs are covered, from debt management, insurance, investments, superannuation and savings, to tax planning.
  • Clear, comprehensive communications – We keep in contact the way you’d like us to. Whether you enjoy regular information about everything financial, or want to hear only about things that affect you… just tell us.
  • Client first culture – You’re our number one. Adding value and enhancing your financial future is the foundation of what we do.
  • Innovative personalised strategies – We model and design strategies and identify gaps and opportunities to meet your financial goals.
  • Practical perspective – We understand when it comes to you and your family’s future it’s personal. We provide straight talking results driven guidance and advice.