About us

CMW Financial Services is a privately owned wealth management and financial advisory firm specialising in providing strategic advice to small business owners, busy professionals, and private clients.

We offer a full financial planning service to our clients which is specifically tailored to achieving their financial objectives. Some of the areas which may be covered under this service are wealth creation, risk management, tax minimisation, cash flow management, debt management, retirement planning, and superannuation services. Our professional Financial Advisers implement industry leading financial strategies and deliver a personalised result when assisting our client’s individual needs.

We believe in complete advice and specialise in the long term nature of financial planning and investments

We act as a personal CFO (Chief Financial Officer) for our clients and their families. Our priority is to maximise the probability of our clients achieving their financial goals.

We aim to
  • Be one point of contact for all your financial needs.
  • Project manage your finances
  • Grow your wealth.
  • Protect your wealth
  • Mange your investment portfolio
  • Help you set financial goals
  • Keep you on track and be accountable
  • Provide leadership and guidance
  • Be an educator on financial matters.

We also have a transactional offering which caters for clients who don’t want or need our full financial planning service. These clients may want one off advice or help with insurance, mortgages, investments, cash flow management, or superannuation consolidation and advice.

If you would like to know more about CMW Financial Services then please complete the enquiry form above and one of our professional staff will contact you ASAP.