Joondalup Office:
Unit 1 - 89 Winton Rd,
Joondalup, WA, 6027
(08) 9256 3788
info@cwmm.com.au



Educational  Videos


Estate Planning Explained

Estate planning can be quite daunting and even confronting. The video makes it easier to understand.

When you have watched it, give us a call and let’s see how we can assist you with this very important part of your planing.


Mortgage Offset Accounts - Your Financial Advantage

The banks very often don’t tell you about the advantage of having an offset account.

The video really explains the advantage of having one set up. It really is a key tool in any financial plan.

Contact Cedar Wealth to see how you can benefit by having an offset account.


Healthy Financial Habits for a better financial future

Financial Planning is not just about planning tax  and superannuation.

It also involves our own behaviours and what impact this can have on our personal finances.

If you’d like to discuss some of these aspects further, call us and we’ll be happy to assist you with your financial habits.


Why You Need Life Insurance

May people either don’t have appropriate life insurance in place, or are simply paying too much for it.

Did you know that you can pay for some life insurances in a tax effective way? The video explains more about life insurance and why we need it.

Please contact us to review your insurances.


What you can do With Your super