Zane, under 35 years, Hawthorn East, VIC
“Highly recommend Rob; has a great understanding of investments, options available and different tax structures. Thanks”
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M Ervin
Ashley is very efficient and knowledgeable with a friendly approach in helping with parents aged care requirements.
Helen, 56 – 65 years, Horsham, VIC
“Approaching retirement age, I felt it was important to obtain professional advice regarding my financial situation, particularly in relation to income tax and the opportunities available to me through superannuation….
A & L Niewand
We have found Robert to be a genuine and honest adviser who uses a careful approach to handling our retirement superannuation. He is friendly and approachable, and his manner instils…
Greg, 65+ years, Quantong, VIC
“Advice on self-managed super funds was clear and concise, Olivia’s knowledge on this subject is very broad and complete. Olivia is a people person with genuine care and attention to…
Sally, 46 – 55 years, Edenhope, VIC
“Highly recommend Olivia (and Rob) at CPW. Olivia gave us tailored advice that we will reap the benefits of come tax time. Olivia and Rob gave us an outline of…
N & J Hiscock
On our retirement a decision was made to change direction as regards to who we would use to steer us financially through our remaining years in retirement. We asked our…