CBW Financial Planning

Consultative Wealth Management

Comprehensive solutions that link your personal, family and commercial requirements.

"Our strategic and consultative approach means you can get on with living while we handle the details of successful financial planning" - Tony Lesser

The CBW approach is simple. Its starts with a review of your current situation, your goals and your appetite for risk. Your personal advisor will then tailor a strategic plan for you, using only the most appropriate tools and products available from across the entire market.

The CBW Wealth fee based approach ensures that your consultant is fully focussed on your requirements rather than the need to generate commissions.

Given that life is more like a movie than a photograph, Tony Lesser and his team will continue to make adjustments to your plan to reflect the changes in your life, in the marketplace or in the legislation.

The result is that your wealth is constantly working harder and smarter to achieve your goals.

CBW and Rochman Landau recently held a joint breakfast seminar where Justin Urquhart from Seven Investment Management gave an enlightening talk on survival in these turbulent times.

Click here to view a copy of Justin's presentation.