Welcome to CMW Financial Services

CMW Financial Services is a privately owned advice firm that specialises in growing and protecting the wealth of small business owners, busy professionals, and private clients across Australia.

CMW was established in 2007 and has grown rapidly since its inception. We have a team of dedicated professionals whose primary focus is to maximise the probability of our clients achieving their financial goals.

The trusted financial services provider for Australia’s busiest professionals

Looking for the best in financial planning? CMW Financial Services is a practice built on reputation and sustainable, superior results.

We understand that when looking for the best financial advisor trust is paramount. We therefore spend a lot of time getting to know what is important to our clients and modelling what the future could look like. We then demonstrate the value to clients before they sign on to any ongoing arrangement with CMW Financial Services. This is all done at no cost to the client. We find this is the best way to build trust with new clients as they have all the information they need to make an informed decision.

At CMW we’ll exceed your expectations.

Why we do what we do

At CMW Financial Services we’re passionate about helping people achieve their financial goals. We believe that if we put the client first then everything else will look after itself. We want clients to work with us for the long term so that we can deliver a great result. We don’t just look at the present, we also look at the future, the future you want. And we do this by listening to you.

Greater control and peace of mind

With CMW, you can relax. We deliver financial services with a difference. Services that are a based on our knowledge as small business owners, qualified financial professionals - and a wealth of experience achieving solid and sustainable outcomes for our clients.

We take away the financial stress and give you peace of mind to know you are on track. This allows you more time to do the things you love and not worrying about the future.

What do I get?

You start by meeting with a CMW Financial Adviser for a free, no obligation meeting to discuss want is important to you. If you are then happy to move onto the next step you will receive a tailored financial plan from one of our experienced financial advisers which includes:

  • Tax structure optimisation
  • Mortgage structure & debt elimination
  • Performance review of your current Super & recommendations
  • Retirement Planning analysis
  • Finding the best insurance cover & protection at the lowest price
  • Your risk profile - We find the best investment solutions to suit you
  • Helping you achieving your life style & retirement objectives in the shortest time possible

If you would like to arrange a free no obligation meeting with one of our professional advisers then please complete the enquiry form on this page and we will come back to you ASAP.

Awards
At CMW we’ll exceed your expectations.
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Case Studies
Have a look at what we have done for other clients like you!

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