Wayne & Stacy have been truly amazing with providing me the best possible advice tailor made to me & my family circumstances. Would not hesitate for a second to recommend them. Absolute 5 star service.
Create Strategies
For Success
Build Generational Wealth
Ready to
Live Your Best?
Cedar Wealth
We do this by working with you on your Authentic Wealth Plan, tailored to you and your circumstances, not anyone else’s. This is achieved by developing a strategic wealth plan requiring focus and discipline, to achieve program goals.
We have designed a “Fee for Service Adviser Model” which ensures you only pay for the services that you need, as opposed to a flat payment structure.
We work closely with an array of other trusted professionals to make certain that all the critical areas of your personal situation are correctly addressed.
About You
Tell us a bit about yourself
At Cedar Wealth, our key priority is making sure we are a perfect fit for each other. Please choose a profile below that best fits your current circumstances.
Entrepreneur
Sometimes a business’ success can be its downfall, where significant earnings and pay-outs can result in astronomical tax obligations. At Cedar Wealth we work closely with entrepreneurs and all related stakeholders to plan for and execute the most effective business structuring, tax and succession planning, to achieve best outcomes.
Wealth Builder
Whatever money and assets you have created in your life, our focus is to provide options that we believe will help you to extract as much value as possible from the nest-egg that you have built through your previous endeavours.
Immigrant
If you are a recent immigrant, about to immigrate or know of friends, family and colleagues who are, we can assist across a range of needs from helping them establish their business entities, to providing insurance protection, cocooning the existing assets safely and developing investment growth programs, to increase their wealth position.
Retiree
Cedar Wealth will take the time to listen to the aspirations you and your family have when it comes to the adventures, experiences and lifestyle you want when you have more time on your hands. We will carefully consider all aspects and provide recommendations on how you can achieve your goals.
Our Mission
Our mission is simple. Turn profit into time.
Time as we know is our most precious commodity. To create greater profit that can be turned into time, we work with you to build wealth through a number of effective methods including tax reduction, debt structuring, business exit and wealth accumulation strategies.
Our Solution
- Strategic tax planning
- Businesses
- Trusts
- Self-Managed Superannuation Funds (SMSF)
- Superannuation
- Investments
- Property
- Personal insurance
- Business insurance
- Estate Planning
- Cash flow
- Debt management
- Estate planning
- Trusts
- Business exit & succession planning
Reviews
We’re very proud of the support and confidence we’ve been able to instil in our clientele, who have helped us to grow Cedar Wealth Money Managers by introducing us to their trusted networks.
Here’s a few thoughts from some of our clients.
Wayne helped us out more than he will probably ever know. He treated me with such respect and was willing to listen to our situation and tailor his advice to our specific situation. He took the time to explain some of the more difficult concepts and the implications of these clauses so we could make and informed decision. I know he got us a much better deal than I could have done on my own so I would highly recommend Wayne and Cedar Wealth to anyone looking for insurance or will coverage, he will ensure you have peace of mind.
Rebecca
Francois is highly capable, always up-to-date with business position, and my portfolio. He would often suggest alternatives and new options/opportunities that could improve my position at the time. This brings peace of mind – I’m always assured that he has my best interests at heart.
Hein and Riana
Having known Wayne and the team at Cedar Wealth now for over 7 years, you won’t find friendlier or more professional Money Managers anywhere. They always make sure that my financial requirements are looked after thoroughly and quickly while adding an element of caring for the individual that you struggle to find in other Money Managers. Continued thanks to Wayne and the rest of the team.
Serge
These guys at Cedar Wealth are really amazing: Great advise with all our financials and structures! They took their time and listened to what we wanted and needed! They saved us way more money than the service cost us. And the best thing: we know that we are safe and secure for the future! Thank you, Wayne, for your help and open ear all the time.
Silke
