Camden Wealth Advisers are a boutique financial advice practice located in the Macarthur region. We provide holistic, personalised and bespoke financial plans to guide our clientele as they navigate through their life stages. 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 specialists to ensure that the advice you receive meets your needs.
We work with you to protect, grow & build your wealth so that you can live your dream lifestyle & ultimately retire well. We enjoy improving your understanding and building confidence in all things finance by developing strong relationships.
We are passionate that everyone should have access to appropriate, timely and personal financial advice that fits to their circumstances. Our focus is on building long-term relationships that serve to improve:
- the financial well-being of my clients & their families
- develop financial knowledge and understanding
- guide in the protection and building of wealth in a strategic manner.
We look forward to meeting you and working with you on your financial journey.
We reserve the right to apply a initial consultation fee which will be discussed with you on your initial contact with us. We also reserve the right to waive this fee in some circumstances.
We determine our advice fees based on the strategies undertaken. All fees published via our FSG are for a single person. We charge upfront costs either via your holdings or via an invoice for payment.
You may choose an ongoing service arrangement which will have an annual fee. Typically, this is paid monthly either via your holdings or via direct debit.
Cathy knows my situation well and offers good advice and responds quickly to my needs.
Cathy is a very nice person. She has been of great assistance to me with expert advice on my superannuation matters and in setting up my superannuation pension accounts. She is always available, proactive, and does all that she can to make the process as easy as possible. I have confidence in her advice, and she has proven to me that she is a very honest and reputable adviser. I recommend her highly.
Always appreciate Catherine’s advice. Really thorough and listens to my needs.
I recently saw Catherine for financial advice. She listened to our needs and helped set up a package tailored to these, as well as providing for our future goals. Any product questions were answered in a manner that was very informative but not overwhelming or confusing. I would highly recommend Catherine to discuss any of your financial concerns.
- Adviser status Gold
- Number of reviews 4
- First year providing advice 2012
- Years of experience 11
- Master of Education
Camden Wealth AdvisersSuite 3, 190 Argyle St
Camden, NSW 2570
- 8:00am – 5:00pm Monday – Wednesday, Friday
- 9:00am – 2:00pm Saturday
- 2:00pm – 8:00pm Thursday
- In person
- Video call
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