Our Approach

Our Approach

"Our aim is to understand each person's needs so that the solutions we provide are successful and feel right for…

Our Values

Our Values

"Putting our clients' interests first" is a commitment we don't make lightly. In fact it is the guiding principal by…

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What we do best

Our Solutions

At various times in your life, changing circumstances will affect your financial situation. At such times, appropriate advice is important, such as at the following times:

  • Approaching retirement
  • Staring a Business
  • Making a Career Move
  • Going from 2 Incomes to 1
  • Having a child
  • Wanting to buy your first home
  • About to enter the workforce
  • Recipient of an inheritance or a windfall
  • Separation or divorce

Personal Wealth Group is headed by a father and son team who are committed to achieving the best outcome for every one of their clients

C J D'Cruz Pty Ltd trading as Personal Wealth Group
is an Authorised Representative of AMP Financial Planning Pty Limited
ABN 89 051 208 327 AFS Licence No. 232706