Strategic Financial Planning to suit your lifestyle

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.