History

With a legacy built on family, we know what it takes to look after yours.

History

The 80’s were exciting times in Australia. It saw the birth of Pac Man, shoulder pads, post-it-notes and a family business that in its second generation has evolved to become CWM. 

For almost 4 decades, we have been providing support and 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.