About Us

Capital Wealth Advisers

 

We are a financial planning business based in Melbourne and have been providing financial advisory services since 2015.


We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.

So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you: 

 

  • choose the right investment strategy
  • plan for your retirement
  • protect you and your family
  • make the most of your superannuation
  • budgeting & managing your money

Our Team

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Mat Allday

 With 19 years of experience in the Financial Services Industry and Financial Advice, Mat ventured off to start Capital Wealth Advisers with one goal – to build a team of Financial Advisers who are dedicated to achieving our client’s goals with innovative long-term strategies. We believe all aspects of our lives are interconnected thus take on a wholistic approach towards financial advice. We specialise in providing dynamic investment advice that is unparalleled in the industry. Hence, assisting our select clients achieve their life goals, while protecting their assets. 

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Ashish Siddam

 

Over the last 13 years in the Financial Services Industry, Ash have gained experience in multiple facets of a dynamic industry.  At CWA, we firmly believe in setting the right expectations and being able to deliver on those through our collective experience, knowledge and analysis. Our clients best interest is of utmost importance to us and forms the basis of what we do.

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Amandeep Bhatia

Aman has now completed almost a decade in the financial services industry and gathered in depth experience in various fields including investments, Super and Risk insurance.

All too often questions like “How much super do you have?” are answered with quotes like “Not sure, no idea, haven’t gotten around to it yet”. Aman’s passion lies in his desire to help clients stay abreast of their financial position and ensure that the resources they have at hand are being maximized to help them secure their financial freedom.