Why work with us?
I grew up in the area & am a proud to call the greater Macathur Area my home.
We have happy clients throughout NSW. We support & promote our local community where we can.
We aim to provide advice that achieves your goals without the need for complex, costly & time consuming approaches.
We have years of experience, education and training ensuring that the advice you receive is world class.
We are local but have a wide footprint.
Our focus is on strategy advice.
We are transparent about costs.
We have a clear process with no hidden costs or charges.
We make sure that you are aware and understand any and all costs involved in relation to the advice we provide.
We value integrity and honesty.
We proudly stand by our integrity, ethics & honesty. We do everything we can to ensure we maintain the highest compliance record.
We pride ourselves on providing an exceptional client experience.
Camden is renown for it's friendly country approach to life.
We strive to replicate this in providing you with the most outstanding customer service.
We take the time to get to know you and what is important to you.
Some of the Services we offer
Bespoke Financial Advice and Planning
Camden Wealth Advisers are a boutique financial advice practise located in the Macarthur region. We provide holistic, personalised and bespoke financial plans to guide our clientele as they navigate through their life. We pride ourselves on delivering an unsurpassed level of client service and go above and beyond to ensure that our clients are well looked after.
We tailor our approach to help you achieve your current and future goals. We enjoy working with a range of industry providers, experts and other specialised providers to ensure that the advice you receive meets your needs. We look forward to meeting you and working with you on your financial life journey.
Develop the right plan for your financial future
At Camden Wealth Advisers, we aim to make working with a financial adviser simple and easy. We pride ourselves on developing long-term, long-lasting and meaningful relationships with our clients. Our goal is to allow you to become confident in your financial choices and ultimately so you can retire well.
We have an office conveniently located in central Camden. We typically service clients in Greater Western Sydney and Southern Highlands areas however do have the capacity to undertake virtual meetings. These areas include:
The Macarthur region: Camden, Narellan, Oran Park, Gregory Hills, Campbelltown and Ingleburn
Moss Vale, Bowral and Mittagong
Liverpool, Moorebank, Chipping Norton
Sutherland Shire and Engadine
Take the first step by contacting us today to book a complimentary discovery call.
What our clients are saying about us
"I recently saw Catherine for financial advice. She listened to our needs and helped set up a package tailored to these, as well as providing for our future goals. Any product questions were answered in a manner that was very informative but not overwhelming or confusing. I would highly recommend Catherine to discuss any of your financial concerns."
– R. M.