What Our Clients Say
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"I recently met Kym and Cameron from CT Wealth regarding an outside matter from their normal advisory roles. I was absolutely blown away at how they went out of their way to assist me succeed in a long standing, challenging financial situation. They both continued to follow up on my behalf with numerous emails and phone calls that they really did not have to do. The most inspiring thing was, they were not even charging me for this service, as they mentioned they "Just felt it was the right thing to do". I will definitely be using their professional services in the future and would highly recommend them to anyone who is looking to not be treated as a number, but to be personally looked after in an indsutry where most just see the dollar signs. Thank you Kym and Cameron for your ongoing persistence in assisting me to succeed with my financial situation!
Greg Keilly
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"Fantastic impartial advice from Cameron as a subject matter expert on PSS and Commonwealth super funds. His advice and professional manner was hugely appreciated, and incredibly helpful."
Carl W
⭐️⭐️⭐️⭐️⭐️ "We can't thank Cameron & his team enough for providing us with the professional guidance
throughout our recent retirement journey. Cameron is so easy going, he took the time to get to know us & made us feel comfortable with this transition. Kym & the team are so helpful & patient nothing was too hard for them to sort out.
We highly recommend Cameron & his team at CT Wealth."
Adele and Danny Cella
⭐️⭐️⭐️⭐️⭐️ "The team at CTwealth are the most approachable people that I have come to know. Cameron and his team has gone above and beyond with helping me with my financial situation, with out there help and guidance I would have given up on trying to be financially stable.
I would recommend CTWealth to anyone that is looking for financial advice.
Again thank you Cameron and his team for a outstanding and professional job they have done for me."
Cliften Donges
⭐️⭐️⭐️⭐️⭐️ "Cameron and his team made the process of managing our finances for our retirement so easy. We would highly recommend their services. Our friends also used their services and recommended CTWealth to us."
Robert
⭐️⭐️⭐️⭐️⭐️ "I am so grateful for Cameron and his team service. I appreciate the clear communication, fast response and total professionalism of the whole team. Cameron take the time to make sure you understand what is being advised and adding extra touches like checking later in the year, really surprised me and show the extra mile the teams is willing to go"
Troy Darosz
⭐️⭐️⭐️⭐️⭐️ "Cameron is so welcoming and provided such peace of mind to me about my future options. Loved the way he prioritised what makes me happy in the intervening years - not all about the dollars!! Definitely worth the visit. See you in 3 years Cam!"
Kellie Gallegos
⭐️⭐️⭐️⭐️⭐️ "Cameron and his team are extremely professional in their approach. What I like best is that they take a personal interest in you - not only your finances but your personal situation. Cameron listens to what it is you want to achieve and then guides you in getting your finances where they need to be to achieve your goal. He is not intimidating but very realistic and practical. He uses language you can understand and nothing is too much trouble. The team's help and advice have taken away the fear of retirement and clearly outlined my roadmap to the future. Highly recommend."
Maria Kapa
⭐️⭐️⭐️⭐️⭐️ "Cameron and Kym are very good to deal with. I have no issues recommending them for very sound advice and follow up of any advice to enhance your financial future. Thanks guys."
Craig Martin
⭐️⭐️⭐️⭐️⭐️ "All the Staff at CTWealth have been fantastic and have followed through at every stage working directly with DVA on my behalf to submit and finalised all the documents required for a successful outcome. Special thanks to Kym for caring!"
Hutch 'OCEO
⭐️⭐️⭐️⭐️⭐️ "Great experience from all staff, professional and friendly service and ended with a satisfying and achievable plan. Definitely recommend (and the front staff deserve a pay rise)."
Sam Onymous
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"I highly commend CT Wealth to all transitioning Defence members, especially those undergoing a medical discharge. Cameron's knowledge of the financial system and Lachlan's mastery of the DVA process are the perfect combination to guide you through what can be an overwhelming ordeal. Engage them sooner rather then later and it’ll remove a couple of stressors from the transition process."
Damien
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"After receiving a DVA SRDP offer, I needed independent financial advice before making any decisions. I was recommended CT Wealth, and from my very first conversation I knew I was in good hands.
Cameron and Lachlan have been outstanding throughout the entire process. Lachlan’s background as a former serviceman gave me confidence that he genuinely understands the unique challenges veterans face and how complex the DVA system can be. Between the two of them, they took the time to explain everything clearly, answer my questions, and provide advice that was tailored to my circumstances.
What impressed me most was that they weren’t just focused on the immediate decision. They helped me understand how to make the most of my SRDP offer and how to use my finances to create a stronger future for myself and my family.
Their professionalism, knowledge, and genuine care for veterans have been second to none. I highly recommend CT Wealth to any veteran or family member looking for trusted financial advice. Thank you Cameron and Lachlan for your support and guidance.."
Adam Shea
⭐️⭐️⭐️⭐️⭐️ "I've been using Cameron's skills at CT Wealth for a few years now. I've always heard the advice..."get a good financial advisor" and that was my stumbling block, until I met Cameron.
As I am a member of the former CSS (Govt super scheme), it was always difficult finding someone who fully understood what those schemes offered, so it was refreshing to find an expert in that field.
I was impressed with my first visit.....it felt like we were in a war room organising our strategy, with dual PC screens, projections on the wall, spreadsheets, white boards....I knew I'd found my financial soul mate!
Along with a bonus lifestyle retirement prep talk, we've now implemented strategies to simplifiy the finances, and take advantage of the tax benefits, with both Super and Estate planning (my kids will thank me one day).
All the staff that I've dealt with have been wonderful... prompt and efficient, with most of my interactions carried out over email....thanks Mariana!"
Susie F