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Cedar Wealth Money Managers
1 | 89 Winton Road, Joondalup, Western Australia, Australia
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About Cedar Wealth Money Managers
Welcome to Cedar Wealth Money Managers, located at Unit 1 - 89 Winton Road in Joondalup, Australia. As a finance establishment and point of interest, we specialize in providing simple strategic fee-for-service financial advice to help you navigate the ever-changing landscape of government regulations and plan for your financial future.
Our team of experienced financial advisors is dedicated to keeping you up to date and helping you plan strategically. Whether you need assistance with retirement planning, tax planning, risk protection, or estate planning, we are here to guide you every step of the way.
Don't hesitate to leave us your details if you would like to know how we can assist you or if you would like to book a convenient time to chat. We pride ourselves on our attention to detail, ability to execute, and ethical approach to financial planning.
Here's what some of our clients have to say about their experience with Cedar Wealth Money Managers:
Francois and his team provided excellent service, always answering questions and demonstrating professionalism. Wayne and Stacy went above and beyond, providing outstanding communication and assistance in finding the best insurance cover. They have our complete trust and confidence.
Another client expressed their gratitude for the amazing financial advice and structures provided by Cedar Wealth, which saved them more money than the service cost. They also appreciated the peace of mind knowing that their future is safe and secure.
Francois, a highly capable financial planner, consistently provides sound advice and suggestions to improve his clients' financial position. He is known for his integrity and always having his clients' best interests at heart.
Wayne and the team at Cedar Wealth are not only friendly but also highly professional money managers. They prioritize their clients' financial requirements and add a caring element that is hard to find elsewhere.
Clients have also praised Francois for his outstanding analysis and financial planning skills. He continually reviews their superannuation performance and recommends changes when necessary, always responding promptly and professionally.
Wayne's personalized advice and attention to detail have provided peace of mind to many clients. He takes the time to understand their unique situations and tailors his advice accordingly, ensuring they have the best coverage and security.
At Cedar Wealth, we strive to provide the best possible advice tailored to your specific circumstances. Our clients have consistently rated our service as 5-star, highlighting the expertise, attention to detail, and confidence they have in our team.
We invite you to visit our office at Unit 1 - 89 Winton Road in Joondalup, or you can contact us at [phone number] to schedule an informative meeting with Wayne. We are committed to helping you secure your financial future with expert guidance.
Photos of Cedar Wealth Money Managers
1 | 89 Winton Rd, Joondalup WA 6027, Australia
Opening hours of Cedar Wealth Money Managers
Monday:
09:00 - 16:30
Tuesday:
09:00 - 16:30
Wednesday:
09:00 - 16:30
Thursday:
09:00 - 16:30
Friday:
09:00 - 16:30
Saturday:
Day off
Sunday:
Day off
Reviews of Cedar Wealth Money Managers
"I have no hesitation in recommending Wayne and Cedar Wealth Money Managers to my clients and also fellow South Africans and people generally. Their service is fantastic, they are competent and efficient and truly deserve 6 stars."
"Wayne and Stacey were professional, helpful, knowledgeable and efficient. They took the stress out of handling our financial affairs. I would highly recommend them!"
"At our wits end with business insurances we stumbled across Cedar Wealth Management. Wayne Hitchins is a remarkable man. In just one email he explained more to us than any other person had in 5 years! He took the time to explain the different aspects of our premium and the advantages and disadvantages of things such as stepped over level, linked cover etc. We had been with our broker for a number of years and relied heavily on their professional advice so you can imagine how shocked we were when Wayne advised the current policy did not meet our basic needs. Words cannot express our gratitude to Wayne for his invaluable advice and the comfort we now take in knowing that we are fully protected thanks to his diligence. Wayne's professionalism and expertise is only surpassed by the compassion and consideration he shows for his clients. We highly recommend Cedar Wealth Management."
"The Cedar Wealth Team provided me with such fantastic and responsive service. Wayne and Stacy were great to work with and Wayne really took the time to walk me through my options in regards to my insurances and Salary Continuance. He was very thorough in making sure I understood the decisions I was making, explained everything carefully and was timely and responsive to further queries and questions. I’m glad I had you to help me through all those decisions Wayne!"
"Great advise! Those guys listen and tailor the perfect structure we wanted and needed. They saved us so much money over all for an affordable service fee. Can only recommend them highly!"
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