Why CWFS?
At CWFS we develop and foster long term relationships with our clients. We work to help you establish and direct your personal financial roadmap. We listen to your needs and use our experience and knowledge to guide you and provide strategic advice that enables you to reach your financial and lifestyle goals. We offer personalised service, professional advice and have access to research and market information so we can provide tailored financial solutions in plain English. A relationship with CWFS will give you confidence in your financial future.
CWFS has the support and backing of one of Australia’s largest and trusted financial planning groups – AMP Financial Planning. We believe this provides our clients with the assurance of a large financial institution, whilst allowing our team to provide expert advice and quality service. We also have access to an extensive selection of products, support and expertise from other leading financial institutions.
The Benefits Of Dealing with CWFS
Financial Planning is about making a commitment to your long-term financial future. Central West Financial Solutions understand this and we can guide you through the financial planning process to help you achieve long term prosperity and:
- Allow you to identify your financial and life goals
- Give direction and meaning to your financial decisions
- Help build your wealth for the long term
- Help protect your family income and assets in the event of unforeseen circumstances
- Provide guidance and support to ensure you stay on track to meet your financial goals
- Generate tax effective income in retirement
Client feedback
I have been a client of Ben Adams at CWFS for nearly three years. I had recently moved to Orange and had not reviewed my financial situation since starting a family. Ben was very patient and explained clearly all my options. With the minimum of fuss, Ben was able to sort out my financial security despite being thrown a few curveballs, including extracting superannuation from several UK funds.
- Charlie W.
We would like to thank you for your advice and support over the past 15 years.
Your professional but friendly manner has educated us in financial planning so we are better able to understand and plan for our needs in the future and for retirement.
We are better able to understand the intricacies of the financial market and therefore better able to cope with the volatility of markets.
Your insistence that we complete a strategic plan, including assets and liabilities, and lifestyle goals and objectives helped us understand what we had and what we wanted to achieve before we are able to retire.
Your friendly support has been instrumental in making us feel like you are a good friend who we can ask for advice when we are considering financial changes.
You always make us feel that you have all day to talk to us about our concerns and make things so much easier to understand.
Your impartial opinions, openness about any involvement you may have with suggested funds or strategies and consideration of our needs, reassures us that you are thinking of our best interests.
We look forward to continuing our financial relationship with you for many years.
- Mark & Julie H. Feb 2017
When I arrived in Orange in 1999 I was advised by my AMP agent in Broken Hill to contact Ben Adams. Since that time Ben has been my agent. I have to say, the suggestion has proved to be fruitful and also enjoyable. Ben has an understanding of my family situation, my lifestyle and work commitments. He has taken a real interest in me and has my full trust. He has provided me with excellent advice, quelling my fears during the financial global downturn and guiding me to secure a solid superannuation for my retirement years.
- Kym K.
After our recent retirement and relocation to Orange, we needed advice on investment for our retirement funds to secure our future needs.
After approaching several local investment advisors, sitting through some very high pressure sales orientated presentations, we contacted Central West Financial Solutions.
There we met Mr Tony Seymour, in contrast to other presentations, Tony was relaxed and professional, we were at ease with his manner and therefore able to absorb the detailed information he gave us. There was no pressure to commit, in fact he was at pains to make sure we were comfortable and confident in our investment program before moving forward.
Lynne and I have no hesitation in recommending Central West Financial Solutions to anyone seeking quality retirement planning advice.
- Paul & Lynne
Thank you Tony et al, your personal service and expertise are greatly appreciated.
- Leighton and Lesley T.