CTWealth - Cameron Teague Wealth Advisory

I cannot thank Cameron, Lachlan, and the entire team at CT Wealth enough for their support and guidance. I am incredibly grateful for everything they did to help me with my financial planning. From my very first enquiry, they responded promptly and were able to provide assistance within just a few days. Throughout the entire process, the team was professional, knowledgeable, kind, personable, and genuinely approachable. They took the time to explain everything clearly, answered all of my questions, and made what initially felt overwhelming so much easier to navigate. I'm based in Sydney and worked with the team entirely virtually, which was seamless and very convenient. I highly recommend CT Wealth to anyone looking for trustworthy, professional financial advice. Thank you again to Cameron, Lachlan, and the whole team for your exceptional service and support 🙌💕👌

Cameron and his team have given us thorough, clear and sound advice on our financial future. They helped us with SRDP decisions and general financial advice for our retirement. They explained everything clearly to us (which was needed to help us understand how things worked), were thorough with their financial report and efficient and consistent with their communication with us. We highly recommend their services.

Both my husband and I have seen Cameron and Mariana for financial planning and we can’t rate them highly enough! Cameron took the time to find out about what we wanted in retirement rather than telling us what we had to do. He presented options, explained what each option entailed in easy to understand terms and offered suggestions, but insisted that we be comfortable with the decisions we made. He and Mariana kept us advised every step of the way, responding quickly to any questions we had, and their ‘no such thing as a silly question’ approach was greatly appreciated. If you want to deal with a professional financial advisor who is genuinely interested in helping you plan for your future, Cameron and his team are the people to see.

Cameron and his team have provided us with the advice and certainty regarding our finances that has enabled us to transition into retirement comfortably and securely. From the outset, Cameron and his team have been patient, professional and attentive to progress of our retirement strategy over time. We consider ourselves fortunate to have engaged CTWealth in service of our finances and would recommend CTWealth to others who seek advice towards transition into retirement.

We are extremely grateful to Cameron and his team for very competently facilitating our transition to retirement. We appreciated that, in the first instance, Cameron took the time to get to know us and listen to our objectives and that he then developed and clearly communicated his advice and provided a detailed financial plan. It took the anxiety out of it for us as our understanding of superannuation, other investments and their taxation implications was very limited. Once a path forward had been created, Cameron and his team always promptly organised all of the forms requiring completion. We were especially appreciative of Mariana’s instructions with regard to our provision of required information; her clear directions accompanied by images enabled us to forward all information electronically. Not only is the whole team highly professional and competent, they are also friendly and welcoming. There is no doubt that had we not sought and followed Cameron’s advice both we and our children would have been financially disadvantaged. We very highly recommend Cameron and his team at CTWealth.

Cameron provided excellent advice to both prepare us for retirement and then to implement his recommendations as retirement occurred. His fees are reasonable and follow a pay for service model. He does not push particular financial products for a commission. He does what a professional service provider should do - follows through on his advice. He is ably assisted by Mariana and Kym. We have recommended Cameron’s services to our friends. C and J

My husband and I recently visited CT Wealth after he received a DVA SRDP offer and needed financial advice before making any decisions. From the beginning, Cameron and Lachlan were incredibly welcoming, professional, and supportive. They took the time to explain everything clearly and helped my husband understand his options and what would be best for our family’s future. As a family, this was a very important decision, and having people who genuinely cared and understood the DVA process made a huge difference. We left feeling informed, confident, and supported every step of the way. Thank you to the team at CT Wealth for your outstanding service. We would highly recommend them to any veteran and their family seeking financial advice. Regards Sunaree Shea