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.
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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I have worked with Wayne over the last 20 years. I can state unequivocally regarding his gravitas that there are very few people with the attention to detail and ability to execute like Wayne. He is a highly ethical person to work with. Wayne took one of my previous businesses from a net loss to a profit in the space of just 90 days. We continue to work together today.
Thank you Wayne for a most informative meeting and your attention to detail. We feel very confident with the information that you have provided us with & look forward to a long standing relationship with you
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.