CWM is not a cookie cutter practice. 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.
Our Wealth Management and Financial Planning services encompass:
And that just scratches the surface of what CWM can do for you. Think about us for tax management, estate planning, and philanthropy… we’re your team for all your financial needs.
We evolve with you as your life and needs change and develop, but the underlying structure and support you receive remains constant. Now that’s real wealth management.
Membership Level: BVH Basics - Annual
3/162 Hindmarsh Road
Victor Harbor, SA 5211 Australia
Monday - Friday: 9:00am - 5:00pm
(08) 8373 3333 (Main)