Estate Planning Bentleigh

Phone: (03) 9591 8000 | 441 South Road, Bentleigh, VIC

At CWM, we are proud of our ability to make a positive difference to the lives of Australian families. By providing expert financial advice and ongoing support, we help our clients make the right decisions so they can achieve their financial goals.

At CWM, we are proud of our ability to make a positive difference to the lives of Australian families. By providing expert financial advice and ongoing support, we help our clients make the right decisions so they can achieve their financial goals and life plans.

We are committed to advising and educating our clients on practical ways for them to manage their money more efficiently.

We spend the time to understand your individual situation and listen to what you want so that we can solve your immediate financial problems and help build your financial road map for the future. We will endeavour to remove any stress by coaching and supporting you every step of the way.

At CWM, we recognise that no two families are the same. That's why we partner with you to develop a tailored and adaptive financial plan that will help you and your family at every stage of your life. We provide personalised advice to give you the results that you want.

We know from more than 20 years of experience that with careful planning and pro-active management of financial affairs, a significant improvement in financial freedom can be achieved.

Choosing CWM to manage your financial affairs will give you the peace of mind you are looking for and the confidence to make the right decisions now and in the future.

Phone: 1300 101 567 | 14 Dene Avenue, Malvern East, VIC

Financial Advice Financial Planning

Helping you to make your money work for you in your 30's and 40's so you can live a more balanced life.
When I first started in financial advice, I was mainly helping retirees. Over and over again, I would hear the regret in their voices because many now didn't have the money or health to do all the things they wanted.

I got into financial planning because I wanted to help people but after working with retirees for over a decade I knew if I wanted to have a real impact, I needed to work with people well before retirement so I could help them have more money, control, and choices now rather than waiting for retirement.

But I know in your 30's & 40's you are often super busy with your career and family and this money stuff is easy to put into the "I'll get too basket" and before you know it you blink and have cost yourself a decade.

That's why I founded Intune Financial Services, to make it easier for you to start building momentum towards Financial Freedom and living your life the way you want.