ABOUT
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.
FUTURE-PROOF
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:
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The Macarthur region: Camden, Narellan, Oran Park, Gregory Hills, Campbelltown and Ingleburn
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Moss Vale, Bowral and Mittagong
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Central Coast
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Liverpool, Moorebank, Chipping Norton
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Sutherland Shire and Engadine
Take the first step by contacting us today to book a complimentary discovery call.
Advice to help you get back on track.
Financial health can affect every aspect of your life and have a significant impact of your lifestyle in retirement. By not addressing your finances holistically you risk not addressing significant aspects of your life. We start every conversation with your current position and what you would like to be doing. From there we assist to uncover your personal objectives and goals and build a plan that takes into account what is important to you.
Some areas Camden Wealth Advisers can help you with are pre-retirement planning, retirement planning, investment planning, and superannuation. We also are able to help with Centrelink entitlements.
How we can help you?
Camden Wealth Advisers provide a holistic, personalised and bespoke service for our clientele. We are authorised to provide advice, and deal in, the following areas:
Superannuation
Pre-retirement Strategies
Retirement Advice
Pensions
Investing for Growth
Government Assistance
Personal Insurances
Estate Planning Strategies
Self Managed Superannuation
Aged Care
Don’t just let things happen, embrace the next chapter with confidence and clarity.
Take advantage of our expertise.
HOW WE CAN HELP
Bespoke Financial Services
Financial Services Guide
Camden Wealth Advisers provide a holistic, personalised and bespoke service for our clientele. We are SMSF Accredited and authorised to provide advice, and deal in, the following areas:
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Deposit and payment products
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Government debentures, stocks and bonds
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Life products
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Managed investment schemes
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Retirement Savings Accounts
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Superannuation
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Listed Securities
For more information about the financial products and services we provide, contact us or read our Financial Services Guide.