Business Summary
At CWFS it’s all about our personal relationship with you. Our advice is tailored to your individual circumstances, values and goals. We also work with small businesses in rural, commercial and professional service industries. We know how to develop and implement innovative strategies to ensure that your business objectives are met. To ensure you receive the highest level of professional attention, our advisers are full members of the Financial Planning Association and are Certified Financial Planner® professionals. This is the highest level of professional certification in Australia.
About Us

Why CWFS?

At CWFS we develop and foster long-term relationships with our clients. We work to help you establish and direct your personal financial roadmap. We listen to your needs and use our experience and knowledge to guide you and provide strategic advice that enables you to reach your financial and lifestyle goals. We offer personalised service, professional advice and have access to research and market information so we can provide tailored financial solutions in plain English. A relationship with CWFS will give you confidence in your financial future.

CWFS has the support and backing of one of Australia’s largest and trusted financial planning groups – AMP Financial Planning. We believe this provides our clients with the assurance of a large financial institution, whilst allowing our team to provide expert advice and quality service. We also have access to an extensive selection of products, support and expertise from other leading financial institutions.

The Benefits of Dealing with CWFS

Financial Planning is about making a commitment to your long-term financial future. Central West Financial Solutions understand this and we can guide you through the financial planning process to help you achieve long-term prosperity and:

  • Allow you to identify your financial and life goals
  • Give direction and meaning to your financial decisions
  • Help build your wealth for the long term
  • Help protect your family income and assets in the event of unforeseen circumstances
  • Provide guidance and support to ensure you stay on track to meet your financial goals
  • Generate tax effective income in retirement