History

The ’80s 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 over four decades, we have provided support and advice to individuals and families across Australia. We’ve developed esteemed partners and a network of like-minded professionals who drive our success. We’ve graciously received many industry awards, which are a testament to our client-first culture and our nimble team-focused culture, which 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 businesses in Australia… and we’re very proud of that.