Brand profile · Financial Services

Cedar Wealth Money Managers

Joondalup-based Cedar Wealth Money Managers operates in Financial Services. It is privately held, and its site is cwmm.com.au. It holds one address on record, all in Australia. Headcount on record is 3. Its work is tagged SME Succession and Exit Planning, management Succession Planning and advanced Retirement Planning. It is listed alongside five similar brands, mostly in Financial Services.

Profile live Privately Held Founded 2010 1 office country

Key facts

Counted staff
3
self-reported 2–10 band
Founded
2010
16 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Description

Cedar Wealth Money Managers is an innovative financial planning business setup with the goal of providing a truly advice focused service that’s geared towards today’s changing economic environment.

At Cedar Wealth we have put together a model to help you tackle all the critical areas of your financial situation, rather than the traditional model which has usually been limited to just superannuation or life insurance.

Our Comprehensive Advice Service is designed to ensure you feel comfortable dealing with a trusted adviser who can assist you and your business to reach your financial and personal goals and objectives. We believe that a simple approach with a focus on long term relationships is the only way to assist you.

Our advice services encompass a range of key areas including assisting Small Business Owners plan and implement their exit and or succession with advanced retirement planning strategies.

We concentrate on cash generation strategies, aligned to your specific goals and objectives.

Our view is from "cradle to grave and beyond", planning for the next generation of the family.

Specialties

All 5 specialties
  • SME Succession and Exit Planning
  • Management Succession Planning
  • Advanced Retirement Planning
  • In House Model Portfolios
  • Direct Equities

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
Show as table · Offices in 1 country
Offices in 1 country
Countries1
Primary countryAU

All codes: AU

Addresses

  • AUUnit 1; 89 Winton Rd; Joondalup, WA 6027Primary

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Spending power

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Spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
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Profit / loss

People & contacts

2 employee profiles on record · names withheld.

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FAQ

How many people work at Cedar Wealth Money Managers?

3 counted staff profiles at January 2026, inside the self-reported 2–10 band.

Where does Cedar Wealth Money Managers have offices?

One address on record, Australia only. Primary: Unit 1, 89 Winton Rd, Joondalup, WA 6027.

Has Cedar Wealth Money Managers raised funding?

None linked to this brand.

What does Cedar Wealth Money Managers list as its specialties?

Five tags on the brand's own list, among them SME Succession and Exit Planning, Management Succession Planning and Advanced Retirement Planning.

Which companies are listed alongside Cedar Wealth Money Managers?

3 profiles list Cedar Wealth Money Managers as a peer — 61st percentile in Financial Services. It lists eight peers of its own. Nexus Wealth Management and Alder & Partners Private Wealth Management list it back.

What is Cedar Wealth Money Managers's website?