CJM Wealth Pty Ltd
176 Burgundy Street, Heidelberg, Victoria 3084
About the Business
Welcome to CJM Wealth Pty Ltd, located at 176 Burgundy Street, Heidelberg, Australia. As an establishment in the finance industry, we are a point of interest for individuals seeking expert financial advice and services.
At CJM Wealth, we understand the importance of providing comprehensive and specialized services to our clients. That is why we have partnered with two renowned referral partners, Unison Group and Findex Advisers, to ensure that our clients receive the best possible advice and support.
Unison Group has an extensive network of legal, estate planning, and other specialists, allowing us to offer a wide range of services beyond traditional financial advice. This partnership enables us to provide holistic solutions tailored to each client's unique needs.
On the other hand, Findex Advisers is known for its industry-leading financial and investment advice services, as well as expertise in insurances and superannuation investment advice. Our collaboration with Findex Advisers ensures that our clients have access to top-notch advice and strategies to grow and protect their wealth.
We would like to highlight that CJM Wealth and our affiliated accountants have undergone the necessary licensing requirements mandated by the Australian Securities & Investments Commission (ASIC). This means that we are authorized to provide financial product advice, including strategic advice concerning superannuation and self-managed superannuation funds (SMSF). As part of these regulations, we may issue a formal Statement of Advice (SOA) when providing such advice.
Rest assured, our team, led by James Hakim from CJM Accountants, is well-equipped to guide you through your financial journey. We are committed to delivering exceptional service and helping you make informed decisions to secure your financial future.
You can find us on Level 1 at 176 Burgundy Street, Heidelberg, VIC. Feel free to contact us at 03 9455 0219 or email us at [email protected]. We look forward to assisting you in achieving your financial goals.
Contacts
176 Burgundy Street, Heidelberg, Victoria 3084, Australia
Opening hours
Monday:
09:00 - 17:30
Tuesday:
09:00 - 17:30
Wednesday:
09:00 - 17:30
Thursday:
09:00 - 17:30
Friday:
09:00 - 17:30
Saturday:
Closed
Sunday:
Closed
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