At CWM we are regularly asked what our clients look like. The
majority of our clients are generally ‘building for retirement’ or
‘managing retirement’.
Typically these clients are characterised as follows:
Building for retirement
Age 50 plus
Have a gross family income in excess of $100,000
Children are independent or about to leave the nest
Have an existing asset base (such as investment and
superannuation portfolio)
Have a capacity to save and build wealth
Value professional advice
Managing retirement
Age 60 plus and retired
Have a solid asset base in excess of $500,000
Require a tax effective income stream
Require the preservation and accessibility of capital
May require access and guidance to government benefits (such as
Age Pension, Commonwealth Seniors Health Card)
