Customised Wealth Strategies is a small, privately owned, financial planning practice dedicated to providing a superior level of personalised advice and services to our clients.
We strive to be the best financial planning practice, not the biggest. We are dedicated to building lifelong relationships with our clients and their families and empower our clients to make the right financial decision, by sharing our knowledge and experience.
CWS is particularly suited to clients who want to be in control of their financial destiny but realise the benefits of outsourcing their financial affairs to highly qualified professionals.
The principal, Jason Woolford has been providing financial advice to his clients for the last 17 years.
“CWS understands my appetite for risk v reward, and provides sensible advice with products that match my needs".
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"At Customised Wealth Solutions, every one is an original, with unique needs. We provide a tailored solution to each client - "no one size fits all" type product based 'fixes. We believe that through education and communication, we can empower our clients to make informed financial decisions."
We have established a close relationship with professional partners to provide our clients with a holistic financial needs service. Through professional relationships, our clients get access to expert advice in taxation, accounting and personal wealth management - for example establishing and maintaining Self Managed Super Funds.
You've built your career to a point where you are really starting to make some headway. Life is getting busy though - a new relationship, starting a family and raising the kids - not to mention committing to and paying off that mortgage.
A good financial plan, designed to build and preserve capital, is of little value if it does not provide financial protection in the event that your income ceases.
Talk about change - you've seen it all, and what you haven't seen isn't worth seeing. You've raised the kids, helped them move out of home (and back in again at least twice) and worked hard to get them married and settled.
It is essential that your financial strategy is reviewed and refined regularly to ensure you stay on track and that your goals are achieved. Your plan should be adjusted to take into account changes.
Customised Wealth Strategies Pty Ltd ABN 74 147 806 095 Corporate Authorised Representative Financial Services Partners Pty Ltd *Jason Woolford Authorised Representative Financial Services Partners Pty Ltd
The information (including taxation) in this website is general advice only and does not constitute personal advice. It has been prepared without taking into account any of your individual objectives, financial solutions or needs. Before acting on this advice you should consider the appropriateness of this advice, having regard for your own objectives, financial situation and needs. you should seek personal financial advice from a qualified financial adviser before acting on the advice.