Welcome TO CWM Financial Planning

Advice your way.

We'll coach you on how to align your financial decisions with your aspirations so you can build the life you've always imagined.

Our Customers

  • Starting out

    Getting started with your first job? Saving toward a goal? Time to set yourself up for the future.

  • Building your Family

    What should we know about the services you provide? Better descriptions result in more sales.

  • Women's Wealth

    A strong financial plan will guide you towards attaining financial independence as a single woman.

  • Planning for your future

    What should we know about the services you provide? Better descriptions result in more sales.

  • Getting ready to retire

    Secure your dream retirement with confidence and peace of mind. Pave the way to a worry-free future.

What we do and why it matters

At CWM, we're dedicated to empowering you to make better financial decisions, setting you on the path to financial security. We understand that navigating the complex world of finances can be overwhelming, and that's why we're here to provide you with the guidance and support you need.

Striking the perfect balance between managing your finances and enjoying an epic lifestyle can be challenging. But fear not – with our proven tools and strategies, you can have the best of both worlds. No need to compromise on your dreams.

What services we offer our clients at
CWM Financial Services.

Strategic Financial Planning

Assisting you in establishing goals and developing a comprehensive road map for achieving them.

Financial Management 

Collaborating seamlessly with your team to synchronise efforts, streamlining your processes, and serving as your financial liaison.

Personal Insurances

Safeguarding your lifestyle with personal insurances.

Tax

Optimising your tax situation, ensuring you contribute your fair share and maximising efficiency.

Smart Saving

Working out how much you are spending and how much you are able to save is key to financial security. Yet, this process can be intricate. Allow us to provide the tools to make it easier for you.

Investments

Guiding you to make informed decisions and avoid imprudent choices in your financial endeavours.

Superannuation

Serving as a financial resource to support your lifestyle after you retire from your job. Allow us to establish a strong groundwork for your future.

Your Financial Journey with us

  • Explore your financial journey with us! Our consultations, which last about an hour, are tailored to your convenience—in person or via Teams. We're here to understand your current circumstances, financial goals, and any questions you may have. Our friendly approach aims to fully comprehend your situation, identify potential risks, and offer relevant options or strategies. We'll help you determine if we fit your financial planning needs or if another specialist may be more suitable.

    Let's embark on your financial planning journey together!

  • Let's take the next step together! After signing our Terms of Agreement, we'll dive into your current financial snapshot—examining insurance policies, superannuation funds, and investments. Our focus is on crafting strategies to make your goals a reality. With care, we conduct a thorough analysis of your finances and create future projections through financial modelling.

    Excitingly, our discoveries and tailored recommendations will be presented in your very own Financial Plan or “Ga me Plan” —a legally binding document known as a Statement of Advice (SOA). This document serves as your personalised guide to financial success.

    Ready to embark on this journey with us?

  • We’ll arrange another meeting to introduce the Statement of Advice and discuss the proposed recommendations thoroughly. If you consent to implement these suggestions, we’ll also manage any necessary paperwork and documentation. This meeting typically lasts approximately 1.5 hours.

  • We then commence with the project management of our suggestions. We’ll handle all requirements throughout this period to guarantee a smooth and effortless transition. Depending on the nature of the recommendations, the implementation process might span several weeks, but rest assured, we’ll keep you updated at every step.

  • Financial markets fluctuate, regulations evolve, and your objectives and circumstances may also shift. Rest assured that we are here to offer continuous support to ensure your financial situation stays on course.

    You're never locked in at CWM Financial Planning, and our partnership is adaptable to meet your requirements. We offer an Ongoing Service Agreement where we agree on an ongoing service fee and commit to providing an annual review meeting. Alternatively, if you think a less formal arrangement is more suitable for you, you can tell us when you wish to meet, and we can agree on the services and fees you would like to receive.

Meet the Team

  • “Glen has been a breath of fresh air! He has made the forecast of our retirement so much more brighter and been beyond helpful in all areas. I've been so happy to recommend Glen to multiple people and will continue to do so. It's so rare to come across someone with his level of knowledge, integrity and honesty.”

    Nadine, 35 - 45 years, Bibra Lake, WA

  • Glen was very knowledgeable in advising us on what we needed to do to prepare for the transition to retirement. He sorted our assets and advised on the best products to meet our specific requirements. He guided us through the various stages and keeps us updated consistently. Would thoroughly recommend Glen to anyone wanting to get on top of their super and have a better understanding of what is required for retirement.

    Rae, 56 - 65 years, Bicton, WA

  • Glen has given my husband and I advice on our life insurances and income protection and was able to explain easily what we required to be suitably covered. . Glen was always able to explain things to us in a clear and logical manner and assisted us to make the best decisions for our future. Through Glen's knowledge and experience, I feel very confident that the advice given was right for our needs. Glen provided us with excellent customer service and was always available to meet our needs, and was extremely patient in working with us. Will certainly recommend Glen to others looking for similar services.

    Candice, 35 - 45 years, Beldon, WA

  • Glen has been supporting us and our finances for a long time and I respect and appreciate his advice. He has been able to assist when we have been through financial difficulties and made it less stressful at that time. I have always been confident with his advice and usually follow it as stated but he is always open to discussion about the process and any misgivings we may have. I have and would recommend him to all my friends and any businesses that require good financial advice

    Elizabeth, 46 - 55 years, Camillo, WA

So why wait?

We know how important your money is to you and we want to help you achieve your life goals. Better financial planning is within reach – get in touch with us today and discover the power of expert financial guidance for yourself. 

Contact us.

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