Cedar Wealth

We’re here to help you create your very best life. A life with more choice, more opportunity and more certainty.

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.