Cathy Beh

Camden Wealth Advisers

Gold

12 Yrs Experience

Camden, NSW 2570

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Camden Wealth Advisers are a boutique financial advice practice located in the Macarthur region. We provide holistic, personalised and bespoke financial plans to guide our clientele as they navigate through their life stages. We pride ourselves on delivering an unsurpassed level of client service and go above and beyond to ensure that our clients are well looked after.

We tailor our approach to help you achieve your current and future goals. We enjoy working with a range of industry providers, experts and other specialists to ensure that the advice you receive meets your needs.

We work with you to protect, grow & build your wealth so that you can live your dream lifestyle & ultimately retire well. We enjoy improving your understanding and building confidence in all things finance by developing strong relationships.

We are passionate that everyone should have access to appropriate, timely and personal financial advice that fits to their circumstances. Our focus is on building long-term relationships that serve to improve:

the financial well-being of my clients & their families
develop financial knowledge and understanding
guide in the protection and building of wealth in a strategic manner.

We look forward to meeting you and working with you on your financial journey.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Redundancy
Aged Care
Tax Strategies
Growing Assets

We reserve the right to apply a initial consultation fee which will be discussed with you on your initial contact with us. We also reserve the right to waive this fee in some circumstances.

We determine our advice fees based on the strategies undertaken. All fees published via our FSG are for a single person. We charge upfront costs either via your holdings or via an invoice for payment.

You may choose an ongoing service arrangement which will have an annual fee. Typically, this is paid monthly either via your holdings or via direct debit.

5.00 October 2024

Very helpful and knowledgeable. Cathy has put us on the right track for retirement and for all the entitlements that we are eligible for. A lot of savings.

5.00 August 2024

Cathy offered excellent practical tips. Her experience meant that my situation was professionally supported within my budget and very promptly. I feel confident the choices were the best ones and that my future decisions will benefit from her advice again. Highly recommend Cathy as a financial advisor!

5.00 July 2024

Cathy is always clear when talking through my financial plans . Cathy always responds quickly to any questions or concerns I may have .

4.75 July 2024

Cathy always explains in a way that I understand and never gets annoyed when I don't understand.

5.00 July 2024

Cathy is very approachable and understood my needs and what I needed to achieve with my Super over the next 10 years, she put together a portfolio that made sense to me to achieve my goal.