Building a brighter financial future, one step at a time
At Capital Wealth Advisers, we're a team of dedicated financial planners based in Melbourne, with a passion for helping individuals and businesses achieve their financial and lifestyle goals. Since 2015, we've been providing professional planning advice, building long-term partnerships with our clients, and assisting them in building, protecting, and managing their wealth and lifestyle for themselves and their families.
Our Story
We're not just financial planners; we're people who care about helping others achieve their dreams. Our team of experienced professionals, led by Director and Practice Principal Mat Allday, has a deep understanding of the financial industry and a commitment to delivering innovative, long-term strategies that meet the unique needs of each client. Our approach is holistic, recognizing that all aspects of life are interconnected, and we specialize in providing dynamic investment advice that's unparalleled in the industry.
Our Services
We offer a comprehensive range of financial planning services designed to help you achieve your goals, whether you're approaching retirement, starting a business, changing careers, or moving from two incomes to one. Our services include:
- Choosing the right investment strategy
- Planning for your retirement
- Protecting you and your family
- Making the most of your superannuation
- Budgeting and managing your money
Meet Our Team
Our team of experienced financial advisers, led by Mat Allday and Ashish Siddam, have a wealth of knowledge and expertise in the financial services industry. With years of experience in financial advice, our team is dedicated to delivering exceptional service, personalized advice, and innovative solutions that meet the unique needs of each client.
Our Values
At Capital Wealth Advisers, we're committed to building long-term partnerships with our clients, founded on trust, integrity, and a deep understanding of their needs and goals. We're passionate about delivering exceptional service, staying at the forefront of industry developments, and continually improving our skills and knowledge to better serve our clients.
Overall Experience
The reviews of CWA Financial Planning are mixed, with some customers expressing disappointment and others praising their services. However, the majority of reviewers have had positive experiences with the company.
Management Approach
Some customers have expressed concerns about the management approach of CWA, stating that they are more focused on generating revenue than on supporting their customers. This is apparent in the negative review by Andrew White, who claims that the company's advisors were only concerned with earning fees and did not care about his growth as a customer.
Financial Planning
On the other hand, many reviewers have praised CWA's financial planning services. They have commended the company's advisors for being knowledgeable, professional, and helpful. Gursel Alpay, Jonathan Patsanas, J., Dan Eades, and Ahmet Alpay have all rated the company 5 stars, citing their excellent service, value for money, and personalized approach to financial planning.
Follow-up and Communication
The follow-up process and communication received from CWA have been a highlight for many reviewers. They have praised the company's team for being responsive to their queries and needs, providing detailed explanations, and ensuring that their investments are aligned with their goals.
Recommendations
CWA has been highly recommended by most reviewers, who have expressed satisfaction with their services. The company's ability to provide personalized financial planning, professional advice, and quality service has earned it a strong reputation.
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