Creative Wealth Management

Strategic Financial Solutions For You

Investments

Investments
For some, the idea of taking their own capital/cash and investing it is a very confronting exercise, especially when the thought of losing said capital is considered. The aim with our advice is to construct an investment strategy and portfolio that suits your needs, goals, comfort levels and experience with investing.

Superannuation

Superannuation
Superannuation is far too often the neglected piece of our wealth accumulation puzzle until we reach the pre-retirement and retirement phase of our lives. It comes as no surprise to us at CWM that this is the case. With the constant changes to the rules and super legislation, it is no wonder super is often put in the too hard basket until later in life.

Gearing

Gearing
Today, there are a wide variety of investment products available to cater for investors who want to gear to invest. From the humble home loan to purchase the family home through to 100% lend products that have the option of capital protection built in to them.

Risk Insurance

Risk Insurance
Wealth creation is very important as the level of success we achieve with our wealth creation strategies dictates to a large extent our future lifestyle options.

Wills & Estate Planning

Wills & Estate Planning
Unfortunately, Wills and Estate Planning is another area like Risk Insurance that is often overlooked and neglected by most Australians. Yet it is the vital link between one generation and the next when it comes to the transference of wealth.

Technical & Strategic Planning

Technical & Strategic Planning
CWM prides itself on providing quality sound advice that focuses on obtaining the best strategic and technical outcome that maximises the use of current legislation to gain maximum benefit for you.