Call us today 03 9680 1000

What we do

Our consultants will research and develop a strong strategy for all your lifestyle and financial goals.

 

CCWM will give you access to liquid and transparent structures that allow you to invest in Australian and international shares, a broad suite of fixed income investments (hybrid securities, corporate bonds, government bonds, and inflation linked securities), and other liquid and flexible investments.

 

Private client services

Build a strategy around your needs and objectives with a view to maximising your wealth pre and post retirement. Our approach includes:

 

Managed accounts

Delegate the day-to-day investment decisions and implementation of your chosen strategy with a managed account. The CCWM service will provide you with a trusted investment adviser and remove the burden of excess paperwork with a highly reputable custody service.

 

Direct ownership

Owning shares directly (rather than via a managed fund) provides more flexibility, control and transparency. Not only is there an enhanced ability to control the tax outcomes of individual components within your investment portfolio, there is more transparency around the investment composition and the franking credits that accrue on the dividends from shares.

 

Investment advice and administration

Manage your investments in-house, using CCWM’s team of highly experienced investment managers. We can manage investment portfolios on an advisory basis or on a full discretionary basis, and provide advice on Australian and International equities, cash and fixed income products, and other specialist investment products.

Find us: 127 Paisley Street, Footscray VIC 3011 map...      Call us: 03 9680 1000      Email us: here...