We’ve developed esteemed partnerships and a network of like-minded professionals who drive our success.
We’ve graciously received a number of industry awards, which are a testament to our client-first and team focused culture where we’re large enough to matter, but small enough to care.
From the outset, our mission has been to work together to engage with clients without being constrained by the rigid structures often set down by banks, investment houses or insurance companies. This approach has enables us to help 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 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.