Joondalup Office: Suite 30,
ECU Business Innovation Centre,
15 Barron Parade, Joondalup, WA, 6027
(08) 9256 3788
info@cwmm.com.au



Find Out About Us


Our Point of Difference

At Cedar Wealth we have designed our “Trusted Adviser Model” to give clear and concise advice specific to your personal situation. We work with your other professional advisers to make certain that all the critical areas of your personal situation are correctly addressed.

trusted-adviser-model

1. Book your complimentary appointment

We take the view that it is not about trying to sell you life insurance or put you into a product-focused superannuation fund.

Our view is that we address the need and advise accordingly.

We have a network of Legal, Tax Planning and Finance specialists who are available to assist you if you don’t already have these relationships in place.

All of us continually face new situations and circumstances that require assessing and tailored advice. That is why our ongoing service model has various levels, again dependant on your personal circumstances. We will discuss this in detail with you before recommending a specifically tailored service offering. To find out more about how we can best assist you, please feel free to contact us.





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EDUCATIONAL VIDEOS

Want to know more, but don't have time to talk right now? Check out our educational videos.

COOL VIDEOS HERE



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