Our Solutions

At CWFS it’s all about our personal relationship with you. Our advice is tailored to your individual circumstances, values and goals.

We offer financial planning and solutions in the following areas:

  • Superannuation Planning for individuals and SMSFs
  • Investment Planning
  • Retirement Planning including Transition to Retirement
  • Estate Planning
  • Personal Insurance (including Life, TPD, & Income Protection)
  • Tax Effective Investing

‘We have discovered so much from our dealings with CWFS. We did not realise that a financial adviser could offer so much. CWFS has also worked with our existing accountants creating efficiencies and maximising any opportunities on our behalf.’ – Mark Ward

We also work with small businesses in rural, commercial and professional service industries. We know how to develop and implement innovative strategies to ensure that your business objectives are met.

Central West Financial Solutions can assist your business in:

  • Small Business Advice
  • Meeting Superannuation requirements
  • Developing Salary Packaging arrangements
  • Key Person, Succession and Buy/Sell Risk Management Solutions

Let's Chat

Your privacy is important to us and AMP Financial Planning which is part of AMP. You may request access to your personal information at any time by calling us or contacting AMP on 1300 157 173. Information collected will be subject to AMP's Privacy Policy. You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time.