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



Staff Financial Planning


About Staff Financial Planning

Workplace Wealth Management Solutions

Are you interested in implementing a new approach of rewarding your employees and establishing yourself as an employer of choice? If so Cedar Wealth has a great solution that may suit your business.

We take a slightly different approach to the traditional norms of workplace financial planning by putting together Financial Education programs specifically tailored towards your staff. These programs are designed to assist employees by advising them on how to optimize their personal financial management.


Typically this would include:

  • Maximising after tax income
  • Understanding and correctly managing superannuation
  • Ensuring they protect their income, family and assets
  • Saving for a new home, car or holiday and saving for retirement
  • Borrowing to invest
  • Transition to retirement
  • Accessing discounted home loan rates

Through the recent financial crisis there has been a big increase in the number of people suffering from financial stress resulting in less focused and less productive employees. Therefore by ensuring your employees are financially secure you can expect some very positive outcomes for your business. Whilst utilising our Workplace Wealth Management Solutions we expect that your business would obtain the following outcomes:

  • A reduction in staff turnover
  • A greater level of morale and productivity
  • Less emphasis on purely financial rewards for your staff
  • Establishment of your company as a preferred employer
  • Ongoing financial education for your staff

Click here to download our Workplace Wealth Management brochure which details the process we often take to implement a solution for businesses.

Call us on (08) 9256 3788 for your complimentary consultation.

Alternatively you can Contact Us and we’ll be in touch to set an appointment time that is convenient to you.