SIMPLE STRATEGIC FEE FOR SERVICE FINANCIAL ADVICE
RETIREMENT PLANNING
TAX PLANNING
RISK PROTECTION
ESTATE PLANNING
SIMPLE STRATEGIC FEE FOR SERVICE FINANCIAL ADVICE
RETIREMENT PLANNING
TAX PLANNING
RISK PROTECTION
ESTATE PLANNING
Recently there have been plenty of changes made by the government!
Our Fee for Service Financial Advisor Model Helps you keep up to date and plan strategically.
GET IN CONTACT WITH US NOW TO DISCUSS YOUR SITUATION.
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PROVIDE YOUR DETAILSWant to know more, but don't have time to talk right now? Check out our educational videos.
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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.
Graham Lewis
Managing Director
Francois, we want to thank you and your team for excellent service. Professional and always happy to answer questions.
Leon and Anna
We would like to THANK Wayne and Stacy for their professionalism. Their efforts and communication was outstanding and they went above and beyond. Wayne is very knowledgeable, informative and was very helpful in getting us the appropriate and best insurance cover. We had complete trust and confidence in Wayne and would highly recommend Cedar Wealth.
Michelle and Ryan
Private Client
I could not be happier in terms of the results achieved by Francois and his staff at Cedar Wealth. It is not only the results in management of my super fund but also the sound advice and integrity that goes with this. I would highly recommend Cedar Wealth.
Ryan
Private Client
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.
Silke
Business Owner & Private client
Francois is highly capable, always up-to-date with my business position, and my portfolio. He would often suggest alternatives and new options/opportunities that could improve my position at the time. This brings peace of mind – I’m always assured that he has my best interests at heart.
Hein and Riana
Business Owner & Private Client
Having known Wayne and the team at Cedar Wealth now for over 7 years, you won’t find friendlier or more professional Money Managers anywhere. They always make sure that my financial requirements are looked after thoroughly and quickly while adding an element of caring for the individual that you struggle to find in other Money Managers. Continued thanks to Wayne and the rest of the team.
Serge
Private Client
Francois has been our (my wife and I) Financial Planner for the past 8 to 10 years. His analysis and financial planning skills are outstanding and I can recommend him at all times. He continually reviews our Superannuation performance, Life and Disability cover and recommend changes where necessary. He is always quick to respond to our enquiries in a friendly and professional manner.
Deon and Marina
Private client
Wayne helped us out more than he will probably ever know. He treated me with such respect and was willing to listen to our situation and tailor his advice to our specific situation. He took the time to explain some of the more difficult concepts and the implications of these clauses so we could make an informed decision. I know he got us a much better deal than I could have done on my own so I would highly recommend Wayne and Cedar Wealth to anyone looking for insurance or will coverage, he will ensure you have peace of mind.
Rebecca
Private Client
Wayne & Stacy have been truly amazing with providing me the best possible advice tailor made to me & my family circumstances. Would not hesitate for a second to recommend them. Absolute 5 star service.
Shelley
Private Client
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.
C & P
Business Owners
I have worked with Wayne for over 7 years now and would not trust anyone else with my financial future. He looks at your whole personal and financial situation and works out the best steps towards reaching your financial goals. Cedar Wealth also provide first class customer service. My queries are always responded to very promptly and everything is made so easy. Can't ask for more than that!! I would definitely recommend Cedar Wealth to anyone looking to secure their financial future with some expert guidance.
D B
Private Client