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Wealth Accumulation

Your money can provide you with a comfortable future.  That’s why you want to preserve and at the same time increase the value of your assets.  And you expect us to provide you with a professional service and advice that is targeted to your investment goals.

As an investor, you have the right to expect a lot from your advisory relationship, and your personal advisor is there to help you meet those expectations.

Your advisor will provide you with professional advisory services that take into account your personal requirements while helping to answer your questions, such as:

• Can I optimise my portfolio from a tax point of view?
• What is the return I can expect with my current investments?
• I have children who want to study at university.  How can I best invest my assets to make that possible for them?

A comprehensive and successful advisory service starts with you, the client, and your individual situation as well as your needs and goals.  As part of the advisory process, your advisor will need to obtain some very private information from you regarding income, assets, family relationships, liquidity needs and investment goals.

The analysis of your needs, your risk return profile and your long-term investment goals are the basis for our professional and individual advisory services which include:

• Savings Plans
• Gearing Strategies
• Direct Shares
• Self-Managed Superannuation

Please select a CWS wealth management service:

> Wealth Accumulation
> Retirement Planning
> Estate Planning