Your Success is our Mission.
At Camden Wealth Advisers we offer expert guidance, unlocking your potential for growth and profitability.
We look forward to meeting you and working with you on your advice journey.
Make your money work for you.
Camden Wealth Advisers helps you build wealth through expert financial advice.
- Retirement planning and superannuation
- Investment strategy and portfolio guidance
- Budgeting, cash flow and Centrelink support
Many people seek advice around a life change: approaching retirement, receiving an inheritance, starting or selling a business, separating, or helping a parent move into aged care. It can also help if you are unsure your super, investments or insurance are working for you.
A financial adviser helps you set financial goals and puts a plan in place to reach them. That can cover super, retirement income, investing, insurance, estate planning, aged care and cash flow. Advice is tailored to your circumstances and documented in a Statement of Advice.
Catherine Beh is the principal financial adviser at Camden Wealth Advisers. She has been giving financial advice since 2012, holds the AFP designation with the Financial Advice Association of Australia, and is accredited to give SMSF and aged care advice. Catherine is an Authorised Representative (no. 465612) of Count Financial Limited, AFSL 227232.
Camden Wealth Advisers is based at 17 Edward Street, Camden NSW 2570. We advise clients across the Macarthur region, Wollondilly, the Southern Highlands and Greater Sydney, meeting in person or by phone and video, and can work with clients Australia-wide.
Fees depend on the complexity of your situation and are agreed with you before any advice is given. As a guide, our Financial Services Guide lists an initial fact-finding appointment at $330 and a strategy meeting and strategy paper at $990, with advice preparation and implementation from $3,650. All fees include GST.
Yes. Advice can cover how much super you may need, contribution strategies, when you can access your super, and how to turn it into a retirement income, including account-based pensions and Age Pension eligibility.
A transition to retirement (TTR) pension lets you draw an income from your super once you reach preservation age while you keep working. It can help you reduce your hours without reducing your income. Whether it suits you depends on your tax and super position.
Yes. Camden Wealth Advisers Pty Ltd (ABN 61 654 002 070) is an authorised representative of Count Financial Limited, which holds Australian Financial Services Licence 227232. You can check advisers on the Financial Advisers Register.
Call 0407 129 247 or book a free Discovery Discussion online. We talk about your goals and situation, explain how our advice process works and what it would cost, and you decide whether to go ahead. There is no obligation.
General information only. It does not take your objectives, financial situation or needs into account. Consider whether it is appropriate for you and read our Financial Services Guide before acting.
We're Sydney financial advisors helping you invest in property,
grow your wealth and plan for financial independence.
Licensed by Count Financial Limited
( AFSL 227232 )
Camden Wealth Advisers ABN 61 654 002 070 is an authorised representative of Count Financial Limited ABN 19 001 974 625 holder of Australian financial services licence number 227232 (“Count”). Count is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange.
The information on this webpage is not financial product advice and is provided for info only.