We have a special announcement to make, CWM Financial Advisers has decided to merge with GFM Wealth Advisory.
This is a significant moment in our history and has been made after several months of intensive review and assessment.
The merger with GFM Wealth will continue to deliver on our objective of providing our clients with high quality advice and service, as well as bring a greater dimension to their experience.
We are excited about this opportunity, and this sentiment is shared by GFM Wealth who see the merger as a natural fit for two professional businesses who share the same client culture.
GFM Wealth has almost a 50-year heritage in supporting clients with their financial needs. It is privately owned by Directors and staff and has held its own Australian Financial Services License since 2003.
We, and GFM Wealth, look forward to continuing to look after you and your financial needs.
While we undergo this transition, if you have any questions or would like more information, please feel free to contact GFM Wealth Advisory on (03) 9809 1221 or using the form below: