What our Clients Say:

 "I want for myself, what you have delivered to dad. I look at dad now and see how happy he is. He has the lifestyle that he's always wanted, and has no financial worries or concerns. That's why we have come to you."
Linda Jones (Tuross Head, NSW South Coast)

"I'm enjoying good money and I don't want to waste it. I'd prefer to get ahead in life and know that I can enjoy myself, but also know that I am planning for my future. I'm glad I have guidance from someone who understands my position and what I want."
Andrew Kenny (Cherrybrook, Sydney)

"Taking a reality check of where we are at financially is not easy, in fact it was hard to swallow at first. But, getting on top of our budget, structuring our debt much more efficiently, knowing our children are well looked after, and we are growing wealth for the family, has lifted a weight off our shoulders. Now we're in control of our destiny."
Shane & Karen Crook (Stanhope Gardens, Sydney)

"After feeling neglected by my previous financial advisor, I changed to PWG on the advice of a friend 2 years ago, and could not be happier. I have found Carl and Chris to be extremely responsive and flexible, and I feel that the time they have invested with me translated into advice that really aligned with personal objectives."
Carmen Sultana (Glenhaven, Sydney)

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
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