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Debt Management

Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.

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Retirement Planning

Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from the effects of compounding returns.

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Wealth Protection

Insurance is the foundation of all financial plans. CWFS, Financial Planners can help you evaluate the risks and come up with the right insurance solution for you and your family.

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Welcome to Central West Financial Solutions

At CWFS it’s all about our personal relationship with you. Our advice is tailored to your individual circumstances, values and goals. We also work with small businesses in rural, commercial and professional service industries. We know how to develop and implement innovative strategies to ensure that your business objectives are met. To ensure you receive the highest level of professional attention, our advisers are full members of the Financial Planning Association and are CERTIFIED FINANCIAL PLANNER® professionals. This is the highest level of professional certification in Australia.

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Why Choose Us?

  • Exceptional Personal Service

    Our focus is on listening, understanding, and caring about your concerns and providing you with an individual level of service.

  • Knowledge and Experience

    Our Financial Advisers are highly qualified and have a breadth of knowledge and experience necessary to focus on all your important financial matters.

  • Ongoing Support

    Our friendly support team will support you throughout your journey with us and answer any questions you have along the way.

  • A Holistic Approach

    We want to understand exactly what you want to achieve in life and provide you with strategies and techniques to guide you towards your goals.

  • Keep You On Track

    We will stay in contact with you because we want to ensure your financial plan continues to meet your needs and that you stay on track to achieve your goals.

  • Ease and Convenience

    Deal with one company for your superannuation, investment, debt management, insurance and estate planning needs.

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Client Feedback

“We were referred to Ben Adams from a good friend of ours and sought advice from Ben regarding our overall financial planning situation. Ben provided us with advice regarding our superannuation funds, our home loan and also our personal insurance needs. Ben was able to provide a wide range of options in order to provide a tailored solution for our needs. We are very satisfied with the advice that Ben provided to us and we found this to be in a prompt and efficient manner. We also found that the support of Ben’s team was excellent and we would have no hesitation in recommending other people engage the services of Ben at Central West Financial Solutions regarding their own personal financial planning advice”,

Ben & Olla H. – May 2017

Ben has been a pleasure to deal with. He not only shows exceptional finance knowledge but also collaborates to make sure everything is understood and a benefit for all members of the family. I would highly recommend Ben and the team at Central West Financial Solutions.

Scott & Jenny O. Feb 2017

I have been a client of Ben Adams at CWFS for nearly three years. I had recently moved to Orange and had not reviewed my financial situation since starting a family. Ben was very patient and explained clearly all my options. With the minimum of fuss, Ben was able to sort out my financial security despite being thrown a few curveballs, including extracting superannuation from several UK funds.

Charlie W.

When I arrived in Orange in 1999 I was advised by my AMP agent in Broken Hill to contact Ben Adams. Since that time Ben has been my agent. I have to say, the suggestion has proved to be fruitful and also enjoyable. Ben has an understanding of my family situation, my lifestyle and work commitments. He has taken a real interest in me and has my full trust.

Kym K.

Retirement was something we anticipated eagerly but with some trepidation. It was a lovely bonus to find Tony Seymour and the ever helpful and always friendly people at Central West Financial Solutions. We know that, in their capable hands, our financial future is as secure as it can be in an economic climate that, as ever, has no guarantees.

Leighton and Lesley T.

We have been retired for 15 years & have enjoyed working with Ben on our Superannuation & investments. Ben has successfully guided us into funds which have provided us with a lifestyle we enjoy. We have faith in Ben & his integrity, this gives us great peace of mind.

Rhonda & Bob C. Feb 2017.

We would like to thank you for your advice and support over the past 15 years. Your professional but friendly manner has educated us in financial planning so we are better able to understand and plan for our needs in the future and for retirement.  We are better able to understand the intricacies of the financial market and therefore better able to cope with the volatility of markets.

Mark & Julie H. Feb 2017.

Justin & Catherine Yee

Our Team

Tony Seymour
Director/Financial Planner

Tony has been a financial planner since 2000. He is a CERTIFIED FINANCIAL PLANNER® , holds a Diploma of Financial Planning and is a Committee member of the Western Division Chapter of the Financial Planning Association (FPA) of Australia.

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Ben Adams
Director/Financial Planner

Ben has been working as a financial planner since 1997 and holds a Bachelor of Commerce (Accounting) from the University of Wollongong. Prior to Financial Planning, Ben worked as an accountant with KPMG.

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Sharlene Tink
Practice Manager

Sharlene has been in the financial planning industry since 2003 and a financial planner since 2010.  She holds a Bachelor of Management degree, obtained in Canada, and has completed her Advanced Diploma in Financial Services, whilst being in Australia.

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Michelle McIntyre
Personal Assistant

Michelle has worked with Central West Financial Solutions since April 1999 and previous to that was in the banking industry for 5 years. Michelle has completed Certificate IV in Business Management.

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Siobhain Smith
Paraplanner

Siobhain has worked in the financial planning industry since 2010. She holds a Diploma in Financial Planning and a Certificate III in Financial Services.

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Carolyn Eade
Administrative Assistant

Carolyn has been working with Central West Financial Solutions since January 2016. Her background experience stems from a career in the Lending Sector of the Banking industry for 13 years.

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Rebecca Fitzgerald
Receptionist

Bec is the Receptionist for CWFS and is the first friendly face you will see when you visit our office. Bec has 3 years administration experience.

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