Creative Wealth Management.
Suite 1, Vervo Chambers,
78 Station Street,
Seymour. Victoria 3660.
Telephone: 5799 2994
Fax: 8677 7669
Email us here
Representative of Charter Financial Planning Limited
ABN 35 002 976 294
Australian Financial Services Licensee
Licence number 234665
In line with CWM's key business principles our fee structure and service offering is both comprehensive and affordable. CWM offers a "Fee for Service" fee structure that includes a time cost arrangement or set bundled agreed fees for initial plan preparation and implementation.
These principles are carried over to our ongoing service and advice packages. CWM offers a range of ongoing service and advice packages to suit your needs at the different stages of your financial strategy.
We are committed to providing quality ongoing service and advice to make sure you have every opportunity to achieve your goals.
We rebate all ongoing commissions that would otherwise be payable to us by investment and superannuation Fund Managers.
Creative Wealth Management sees Financial Planning Advice as an investment in your financial future, so we believe gaining maximum return on your investment is only fair and we aim to maximise your return on your investment in us.